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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 | $66,136 | $45,566+45.1% | $64,105+3.2% | $59,633+10.9% |
| Participation rate | 100.0% | 60.2%+39.8pp | 68.2%+31.8pp | 68.7%+31.3pp |
| Annual return | -2.56% | 4.95%-7.5pp | 791.24%-793.8pp | 2041.40%-2044.0pp |
| Employer contribution / active EE | $8,750 | $934+836.7% | $1,820+380.8% | $2,203+297.3% |
| Participant deferral / active EE | $0 | $2,057-100.0% | $2,822-100.0% | $3,192-100.0% |
| Admin fee / account holder | $2,453 | $3,268-24.9% | $4,499-45.5% | $4,297-42.9% |