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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 | $102,825 | $95,917+7.2% | $79,583+29.2% | $134,545-23.6% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -2.22% | -2.70%+0.5pp | 0.16%-2.4pp | 418.37%-420.6pp |
| Employer contribution / active EE | $8,333 | $3,129+166.3% | $2,414+245.3% | $4,742+75.8% |
| Participant deferral / active EE | $0 | $4,694-100.0% | $3,986-100.0% | $6,401-100.0% |
| Admin fee / account holder | $268,213 | $9,132+2837.1% | $6,835+3824.0% | $11,431+2246.4% |