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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 | $174,800 | $48,050+263.8% | $85,969+103.3% | $59,633+193.1% |
| Participation rate | 100.0% | 64.5%+35.5pp | 76.5%+23.5pp | 68.7%+31.3pp |
| Annual return | -0.85% | 0.29%-1.1pp | 9.32%-10.2pp | 2041.45%-2042.3pp |
| Employer contribution / active EE | $12,000 | $1,640+631.9% | $3,474+245.4% | $2,203+444.8% |
| Participant deferral / active EE | $0 | $2,249-100.0% | $3,829-100.0% | $3,192-100.0% |
| Admin fee / account holder | $8,617 | $3,206+168.8% | $6,053+42.4% | $4,297+100.5% |