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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 | $152,767 | $69,518+119.8% | $59,883+155.1% | $135,382+12.8% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.7%+25.3pp | 82.6%+17.4pp |
| Annual return | -0.34% | 7.95%-8.3pp | 3.46%-3.8pp | 519.77%-520.1pp |
| Employer contribution / active EE | $4,220 | $3,235+30.5% | $2,722+55.0% | $4,779-11.7% |
| Participant deferral / active EE | $0 | $4,204-100.0% | $3,402-100.0% | $5,609-100.0% |
| Admin fee / account holder | $45,500 | $5,734+693.5% | $3,591+1167.2% | $10,829+320.2% |