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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 | $208,340 | $95,188+118.9% | $76,518+172.3% | $135,380+53.9% |
| Participation rate | 100.0% | 74.4%+25.6pp | 68.0%+32.0pp | 82.6%+17.4pp |
| Annual return | -4.50% | 4.85%-9.4pp | -0.27%-4.2pp | 519.81%-524.3pp |
| Employer contribution / active EE | $0 | $3,303-100.0% | $2,647-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $16,639 | $4,640+258.6% | $3,836+333.8% | $5,609+196.6% |
| Admin fee / account holder | $7,775 | $6,249+24.4% | $4,849+60.3% | $10,828-28.2% |