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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 | $221,476 | $72,404+205.9% | $110,243+100.9% | $64,173+245.1% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.6%+30.4pp |
| Annual return | -1.59% | -6.29%+4.7pp | 314.76%-316.3pp | 7.63%-9.2pp |
| Employer contribution / active EE | $11,375 | $2,282+398.5% | $3,827+197.2% | $2,381+377.8% |
| Participant deferral / active EE | $0 | $3,469-100.0% | $4,672-100.0% | $3,470-100.0% |
| Admin fee / account holder | $20,290 | $5,664+258.2% | $8,548+137.4% | $4,887+315.1% |