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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 | $173,463 | $92,743+87.0% | $82,744+109.6% | $134,532+28.9% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -2.40% | 946.63%-949.0pp | 702.22%-704.6pp | 418.27%-420.7pp |
| Employer contribution / active EE | $4,000 | $3,273+22.2% | $3,008+33.0% | $4,741-15.6% |
| Participant deferral / active EE | $0 | $4,802-100.0% | $4,395-100.0% | $6,401-100.0% |
| Admin fee / account holder | $1,195 | $5,977-80.0% | $5,325-77.6% | $11,429-89.5% |