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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 | $248,063 | $95,188+160.6% | $76,518+224.2% | $135,380+83.2% |
| Participation rate | 100.0% | 74.4%+25.6pp | 68.0%+32.0pp | 82.6%+17.4pp |
| Annual return | -2.96% | 4.85%-7.8pp | -0.27%-2.7pp | 519.81%-522.8pp |
| Employer contribution / active EE | $20,000 | $3,303+505.6% | $2,647+655.5% | $4,779+318.5% |
| Participant deferral / active EE | $0 | $4,640-100.0% | $3,836-100.0% | $5,609-100.0% |
| Admin fee / account holder | $750 | $6,249-88.0% | $4,849-84.5% | $10,828-93.1% |