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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 | $207,299 | $92,219+124.8% | $76,767+170.0% | $135,380+53.1% |
| Participation rate | 100.0% | 79.8%+20.2pp | 77.0%+23.0pp | 82.6%+17.4pp |
| Annual return | -2.38% | 5.46%-7.8pp | 2.43%-4.8pp | 519.81%-522.2pp |
| Employer contribution / active EE | $19,250 | $3,216+498.6% | $2,485+674.6% | $4,779+302.8% |
| Participant deferral / active EE | $0 | $4,508-100.0% | $3,852-100.0% | $5,609-100.0% |
| Admin fee / account holder | $15,514 | $10,749+44.3% | $6,675+132.4% | $10,828+43.3% |