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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 | $169,084 | $87,016+94.3% | $63,244+167.3% | $125,389+34.8% |
| Participation rate | 100.0% | 77.1%+22.9pp | 71.0%+29.0pp | 83.2%+16.8pp |
| Annual return | -2.51% | 21.71%-24.2pp | -70.31%+67.8pp | 282.24%-284.8pp |
| Employer contribution / active EE | $10,000 | $3,601+177.7% | $2,322+330.7% | $4,866+105.5% |
| Participant deferral / active EE | $0 | $3,939-100.0% | $2,953-100.0% | $5,352-100.0% |
| Admin fee / account holder | $53,492 | $11,954+347.5% | $5,893+807.7% | $9,541+460.7% |