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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 | $136,986 | $75,832+80.6% | $147,618-7.2% | $59,633+129.7% |
| Participation rate | 100.0% | 71.6%+28.4pp | 84.6%+15.4pp | 68.7%+31.3pp |
| Annual return | 1.92% | 0.37%+1.5pp | 61.98%-60.1pp | 2041.40%-2039.5pp |
| Employer contribution / active EE | $0 | $3,485-100.0% | $5,565-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $5,446 | $3,131+74.0% | $4,895+11.2% | $3,192+70.6% |
| Admin fee / account holder | $3,291 | $5,986-45.0% | $11,612-71.7% | $4,297-23.4% |