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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 | $195,574 | $92,219+112.1% | $76,767+154.8% | $135,380+44.5% |
| Participation rate | 100.0% | 79.8%+20.2pp | 77.0%+23.0pp | 82.6%+17.4pp |
| Annual return | -6.74% | 5.46%-12.2pp | 2.43%-9.2pp | 519.81%-526.5pp |
| Employer contribution / active EE | $27,364 | $3,216+750.9% | $2,485+1001.1% | $4,779+472.6% |
| Participant deferral / active EE | $0 | $4,508-100.0% | $3,852-100.0% | $5,609-100.0% |
| Admin fee / account holder | $32,370 | $10,749+201.1% | $6,675+384.9% | $10,828+198.9% |