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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 | $117,000 | $82,288+42.2% | $68,794+70.1% | $134,509-13.0% |
| Participation rate | 100.0% | 75.1%+24.9pp | 69.0%+31.0pp | 81.2%+18.8pp |
| Annual return | -9.21% | -2.19%-7.0pp | -6.37%-2.8pp | 418.13%-427.3pp |
| Employer contribution / active EE | $5,938 | $3,301+79.9% | $2,656+123.6% | $4,741+25.3% |
| Participant deferral / active EE | $0 | $4,738-100.0% | $3,941-100.0% | $6,400-100.0% |
| Admin fee / account holder | $773 | $6,482-88.1% | $4,934-84.3% | $11,427-93.2% |