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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 | $88,717 | $69,541+27.6% | $59,899+48.1% | $135,380-34.5% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.7%+25.3pp | 82.6%+17.4pp |
| Annual return | -6.48% | 7.95%-14.4pp | 3.46%-9.9pp | 519.81%-526.3pp |
| Employer contribution / active EE | $8,428 | $3,236+160.4% | $2,723+209.5% | $4,779+76.3% |
| Participant deferral / active EE | $0 | $4,206-100.0% | $3,402-100.0% | $5,609-100.0% |
| Admin fee / account holder | $1,596 | $5,737-72.2% | $3,592-55.6% | $10,828-85.3% |