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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 | $51,082 | $174,875-70.8% | $125,391-59.3% | - |
| Participation rate | 100.0% | 70.4%+29.6pp | 82.4%+17.6pp | - |
| Annual return | 35.41% | -12.92%+48.3pp | 572.41%-537.0pp | - |
| Employer contribution / active EE | $4,040 | $3,570+13.2% | $4,816-16.1% | - |
| Participant deferral / active EE | $0 | $6,354-100.0% | $7,448-100.0% | - |
| Admin fee / account holder | $2,810 | $56,366-95.0% | $10,009-71.9% | - |