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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 | $199,271 | $83,908+137.5% | $68,509+190.9% | $125,389+58.9% |
| Participation rate | 100.0% | 78.2%+21.8pp | 74.7%+25.3pp | 83.2%+16.8pp |
| Annual return | -1.64% | 14.48%-16.1pp | 8.27%-9.9pp | 282.24%-283.9pp |
| Employer contribution / active EE | $7,232 | $3,031+138.6% | $2,278+217.5% | $4,866+48.6% |
| Participant deferral / active EE | $0 | $4,125-100.0% | $3,382-100.0% | $5,352-100.0% |
| Admin fee / account holder | $3,597 | $8,982-60.0% | $5,275-31.8% | $9,541-62.3% |