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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 | $163,051 | $100,792+61.8% | $86,691+88.1% | $134,509+21.2% |
| Participation rate | 100.0% | 78.9%+21.1pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -8.60% | 29.08%-37.7pp | 35.94%-44.5pp | 418.13%-426.7pp |
| Employer contribution / active EE | $19,413 | $3,491+456.2% | $2,837+584.3% | $4,741+309.5% |
| Participant deferral / active EE | $0 | $5,339-100.0% | $4,656-100.0% | $6,400-100.0% |
| Admin fee / account holder | $43,541 | $10,924+298.6% | $7,492+481.2% | $11,427+281.0% |