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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 | $193,642 | $87,016+122.5% | $63,244+206.2% | $125,389+54.4% |
| Participation rate | 100.0% | 77.1%+22.9pp | 71.0%+29.0pp | 83.2%+16.8pp |
| Annual return | 0.34% | 21.71%-21.4pp | -70.31%+70.6pp | 282.24%-281.9pp |
| Employer contribution / active EE | $8,333 | $3,601+131.4% | $2,322+258.9% | $4,866+71.3% |
| Participant deferral / active EE | $0 | $3,939-100.0% | $2,953-100.0% | $5,352-100.0% |
| Admin fee / account holder | $4,911 | $11,954-58.9% | $5,893-16.7% | $9,541-48.5% |