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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $195,698 | $129,960+50.6% | $104,299+87.6% | $134,545+45.5% |
| Participation rate | 100.0% | 79.5%+20.5pp | 73.3%+26.7pp | 81.2%+18.8pp |
| Annual return | -3.67% | 42.06%-45.7pp | 24.62%-28.3pp | 418.37%-422.0pp |
| Employer contribution / active EE | $8,612 | $4,186+105.7% | $3,373+155.3% | $4,742+81.6% |
| Participant deferral / active EE | $0 | $5,589-100.0% | $4,626-100.0% | $6,401-100.0% |
| Admin fee / account holder | $59,980 | $9,324+543.3% | $7,339+717.2% | $11,431+424.7% |