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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 | $193,003 | $49,177+292.5% | $79,467+142.9% | $64,173+200.8% |
| Participation rate | 100.0% | 65.0%+35.0pp | 73.3%+26.7pp | 69.6%+30.4pp |
| Annual return | -2.52% | -1.16%-1.4pp | 718.30%-720.8pp | 7.63%-10.2pp |
| Employer contribution / active EE | $22,208 | $2,076+969.6% | $2,800+693.1% | $2,381+832.8% |
| Participant deferral / active EE | $11,115 | $2,821+294.0% | $3,704+200.1% | $3,470+220.4% |
| Admin fee / account holder | $67,981 | $3,839+1670.9% | $5,104+1231.9% | $4,887+1290.9% |