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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 | $71,696 | $91,537-21.7% | $130,045-44.9% | $75,173-4.6% |
| Participation rate | 100.0% | 71.5%+28.5pp | 78.5%+21.5pp | 67.2%+32.8pp |
| Annual return | 64.72% | -631.55%+696.3pp | -137.30%+202.0pp | 160.72%-96.0pp |
| Employer contribution / active EE | $16,689 | $2,845+486.7% | $4,321+286.2% | $2,671+524.9% |
| Participant deferral / active EE | $0 | $4,343-100.0% | $5,820-100.0% | $4,126-100.0% |
| Admin fee / account holder | $159,692 | $6,780+2255.4% | $10,600+1406.5% | $5,651+2726.1% |