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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 | $108,876 | $82,678+31.7% | $125,391-13.2% | $68,490+59.0% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -12.03% | -5.97%-6.1pp | 572.41%-584.4pp | -7.85%-4.2pp |
| Employer contribution / active EE | $1,025 | $3,382-69.7% | $4,816-78.7% | $2,597-60.5% |
| Participant deferral / active EE | $0 | $6,111-100.0% | $7,448-100.0% | $4,028-100.0% |
| Admin fee / account holder | $726 | $6,277-88.4% | $10,009-92.7% | $5,403-86.6% |