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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 | $239,994 | $87,546+174.1% | $75,784+216.7% | $125,389+91.4% |
| Participation rate | 100.0% | 80.2%+19.8pp | 75.8%+24.2pp | 83.2%+16.8pp |
| Annual return | -2.99% | 13.49%-16.5pp | 9.68%-12.7pp | 282.24%-285.2pp |
| Employer contribution / active EE | $28,148 | $3,930+616.2% | $3,323+747.0% | $4,866+478.5% |
| Participant deferral / active EE | $0 | $4,230-100.0% | $3,652-100.0% | $5,352-100.0% |
| Admin fee / account holder | $3,702 | $6,503-43.1% | $5,300-30.2% | $9,541-61.2% |