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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 | $231,655 | $54,355+326.2% | $82,744+180.0% | $68,486+238.3% |
| Participation rate | 100.0% | 63.9%+36.1pp | 72.6%+27.4pp | 67.9%+32.1pp |
| Annual return | -17.71% | -13.67%-4.0pp | 702.22%-719.9pp | -7.85%-9.9pp |
| Employer contribution / active EE | $26,997 | $2,219+1116.9% | $3,008+797.5% | $2,597+939.7% |
| Participant deferral / active EE | $3,762 | $3,246+15.9% | $4,395-14.4% | $4,028-6.6% |
| Admin fee / account holder | $12,640 | $4,397+187.5% | $5,325+137.4% | $5,404+133.9% |