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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 | $63,027 | $95,188-33.8% | $76,518-17.6% | $135,380-53.4% |
| Participation rate | 100.0% | 74.4%+25.6pp | 68.0%+32.0pp | 82.6%+17.4pp |
| Annual return | -0.97% | 4.85%-5.8pp | -0.27%-0.7pp | 519.81%-520.8pp |
| Employer contribution / active EE | $36,750 | $3,303+1012.7% | $2,647+1288.2% | $4,779+669.0% |
| Participant deferral / active EE | $24,250 | $4,640+422.7% | $3,836+532.2% | $5,609+332.3% |
| Admin fee / account holder | $86,331 | $6,249+1281.5% | $4,849+1680.6% | $10,828+697.3% |