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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 | $223,498 | $131,835+69.5% | $108,582+105.8% | $273,972-18.4% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.6%+20.4pp | 83.0%+17.0pp |
| Annual return | 3.03% | -91.57%+94.6pp | -51.70%+54.7pp | 41.46%-38.4pp |
| Employer contribution / active EE | $6,530 | $4,913+32.9% | $3,758+73.8% | $4,869+34.1% |
| Participant deferral / active EE | $0 | $5,127-100.0% | $4,311-100.0% | $5,287-100.0% |
| Admin fee / account holder | $517 | $10,253-95.0% | $7,645-93.2% | $10,133-94.9% |