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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 | $198,511 | $95,188+108.5% | $76,518+159.4% | $135,379+46.6% |
| Participation rate | 100.0% | 74.4%+25.6pp | 68.0%+32.0pp | 82.6%+17.4pp |
| Annual return | -6.54% | 4.85%-11.4pp | -0.27%-6.3pp | 519.79%-526.3pp |
| Employer contribution / active EE | $16,250 | $3,303+392.0% | $2,647+513.8% | $4,779+240.0% |
| Participant deferral / active EE | $3,775 | $4,640-18.6% | $3,836-1.6% | $5,609-32.7% |
| Admin fee / account holder | $2,390 | $6,249-61.8% | $4,849-50.7% | $10,828-77.9% |