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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 | $245,948 | $61,596+299.3% | - | $134,545+82.8% |
| Participation rate | 100.0% | 67.3%+32.7pp | - | 81.2%+18.8pp |
| Annual return | -14.76% | -10.55%-4.2pp | - | 418.37%-433.1pp |
| Employer contribution / active EE | $0 | $2,755-100.0% | - | $4,742-100.0% |
| Participant deferral / active EE | $0 | $4,151-100.0% | - | $6,401-100.0% |
| Admin fee / account holder | $2,006 | $4,137-51.5% | - | $11,431-82.5% |