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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 | $66,280 | $45,566+45.5% | $64,105+3.4% | $59,633+11.1% |
| Participation rate | 100.0% | 60.2%+39.8pp | 68.2%+31.8pp | 68.7%+31.3pp |
| Annual return | 0.54% | 4.95%-4.4pp | 791.24%-790.7pp | 2041.45%-2040.9pp |
| Employer contribution / active EE | $3,894 | $934+316.9% | $1,820+114.0% | $2,203+76.8% |
| Participant deferral / active EE | $0 | $2,057-100.0% | $2,822-100.0% | $3,192-100.0% |
| Admin fee / account holder | $1,859 | $3,268-43.1% | $4,499-58.7% | $4,297-56.7% |