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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 | $218,730 | $27,632+691.6% | $61,452+255.9% | $68,486+219.4% |
| Participation rate | 100.0% | 39.5%+60.5pp | 52.6%+47.4pp | 67.9%+32.1pp |
| Annual return | -13.65% | -13.24%-0.4pp | 338.96%-352.6pp | -7.85%-5.8pp |
| Employer contribution / active EE | $11,947 | $696+1617.0% | $1,160+930.3% | $2,597+360.1% |
| Participant deferral / active EE | $0 | $1,264-100.0% | $2,125-100.0% | $4,028-100.0% |
| Admin fee / account holder | $27,453 | $2,010+1265.7% | $2,131+1188.3% | $5,404+408.0% |