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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 | $95,468 | $105,866-9.8% | $90,766+5.2% | $134,545-29.0% |
| Participation rate | 100.0% | 78.3%+21.7pp | 75.7%+24.3pp | 81.2%+18.8pp |
| Annual return | -3.54% | -10.99%+7.4pp | -12.16%+8.6pp | 418.37%-421.9pp |
| Employer contribution / active EE | $8,252 | $3,464+138.2% | $2,922+182.4% | $4,742+74.0% |
| Participant deferral / active EE | $0 | $5,217-100.0% | $4,565-100.0% | $6,401-100.0% |
| Admin fee / account holder | $1,316 | $13,938-90.6% | $8,446-84.4% | $11,431-88.5% |