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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 | $206,974 | $129,960+59.3% | $104,299+98.4% | $134,545+53.8% |
| Participation rate | 100.0% | 79.5%+20.5pp | 73.3%+26.7pp | 81.2%+18.8pp |
| Annual return | -7.73% | 42.06%-49.8pp | 24.62%-32.4pp | 418.37%-426.1pp |
| Employer contribution / active EE | $9,739 | $4,186+132.6% | $3,373+188.7% | $4,742+105.4% |
| Participant deferral / active EE | $0 | $5,589-100.0% | $4,626-100.0% | $6,401-100.0% |
| Admin fee / account holder | $67,614 | $9,324+625.2% | $7,339+821.2% | $11,431+491.5% |