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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 | $72,288 | $82,674-12.6% | $125,363-42.3% | $68,495+5.5% |
| Participation rate | 96.6% | 75.0%+21.5pp | 82.4%+14.2pp | 67.9%+28.7pp |
| Annual return | -13.91% | -5.97%-7.9pp | 572.15%-586.1pp | -7.84%-6.1pp |
| Employer contribution / active EE | $4,762 | $3,382+40.8% | $4,815-1.1% | $2,596+83.4% |
| Participant deferral / active EE | $0 | $6,111-100.0% | $7,447-100.0% | $4,028-100.0% |
| Admin fee / account holder | $894 | $6,276-85.8% | $10,005-91.1% | $5,403-83.5% |