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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 | $50,699 | $134,545-62.3% | $15,846+219.9% | $134,545-62.3% |
| Participation rate | 100.0% | 81.2%+18.8pp | 36.5%+63.5pp | 81.2%+18.8pp |
| Annual return | 5.57% | 418.37%-412.8pp | -6.80%+12.4pp | 418.37%-412.8pp |
| Employer contribution / active EE | $0 | $4,742-100.0% | $0 | $4,742-100.0% |
| Participant deferral / active EE | $0 | $6,401-100.0% | $0 | $6,401-100.0% |
| Admin fee / account holder | $1,000 | $11,431-91.3% | $252+297.5% | $11,431-91.3% |