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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 | $157,048 | $39,162+301.0% | $100,671+56.0% | $59,633+163.4% |
| Participation rate | 100.0% | 55.9%+44.1pp | 70.7%+29.3pp | 68.7%+31.3pp |
| Annual return | -2.51% | 21.07%-23.6pp | 20.43%-22.9pp | 2041.45%-2044.0pp |
| Employer contribution / active EE | $15,062 | $1,151+1209.0% | $4,012+275.4% | $2,203+583.8% |
| Participant deferral / active EE | $0 | $1,992-100.0% | $3,144-100.0% | $3,192-100.0% |
| Admin fee / account holder | $26,749 | $2,969+800.8% | $4,850+451.5% | $4,297+522.5% |