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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 | $75,598 | $65,704+15.1% | $94,229-19.8% | $59,633+26.8% |
| Participation rate | 100.0% | 72.1%+27.9pp | 78.8%+21.2pp | 68.7%+31.3pp |
| Annual return | -0.86% | 5.22%-6.1pp | 10.68%-11.5pp | 2041.45%-2042.3pp |
| Employer contribution / active EE | $8,750 | $2,021+333.0% | $3,587+143.9% | $2,203+297.3% |
| Participant deferral / active EE | $0 | $3,143-100.0% | $4,320-100.0% | $3,192-100.0% |
| Admin fee / account holder | $4,515 | $4,265+5.9% | $6,269-28.0% | $4,297+5.1% |