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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 | $92,146 | $95,917-3.9% | $79,583+15.8% | $134,545-31.5% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -6.56% | -2.70%-3.9pp | 0.16%-6.7pp | 418.37%-424.9pp |
| Employer contribution / active EE | $4,497 | $3,129+43.7% | $2,414+86.3% | $4,742-5.2% |
| Participant deferral / active EE | $0 | $4,694-100.0% | $3,986-100.0% | $6,401-100.0% |
| Admin fee / account holder | $15,279 | $9,132+67.3% | $6,835+123.5% | $11,431+33.7% |