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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 | $239,329 | $69,518+244.3% | $59,883+299.7% | $135,377+76.8% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.7%+25.3pp | 82.6%+17.4pp |
| Annual return | -5.56% | 7.95%-13.5pp | 3.46%-9.0pp | 519.75%-525.3pp |
| Employer contribution / active EE | $6,000 | $3,235+85.5% | $2,722+120.4% | $4,779+25.6% |
| Participant deferral / active EE | $0 | $4,204-100.0% | $3,402-100.0% | $5,609-100.0% |
| Admin fee / account holder | $12,477 | $5,734+117.6% | $3,591+247.5% | $10,828+15.2% |