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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 | $199,975 | $69,541+187.6% | $59,899+233.9% | $135,380+47.7% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.7%+25.3pp | 82.6%+17.4pp |
| Annual return | -2.22% | 7.95%-10.2pp | 3.46%-5.7pp | 519.81%-522.0pp |
| Employer contribution / active EE | $0 | $3,236-100.0% | $2,723-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $2,425 | $4,206-42.3% | $3,402-28.7% | $5,609-56.8% |
| Admin fee / account holder | $11,773 | $5,737+105.2% | $3,592+227.7% | $10,828+8.7% |