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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 | $155,109 | $56,200+176.0% | $67,653+129.3% | $59,633+160.1% |
| Participation rate | 100.0% | 71.5%+28.5pp | 75.7%+24.3pp | 68.7%+31.3pp |
| Annual return | -0.73% | 18506.71%-18507.4pp | 6625.22%-6625.9pp | 2041.40%-2042.1pp |
| Employer contribution / active EE | $5,448 | $1,615+237.4% | $2,266+140.5% | $2,203+147.3% |
| Participant deferral / active EE | $0 | $2,843-100.0% | $3,560-100.0% | $3,192-100.0% |
| Admin fee / account holder | $1,551 | $3,959-60.8% | $4,821-67.8% | $4,297-63.9% |