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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 | $82,210 | $87,016-5.5% | $63,244+30.0% | $125,389-34.4% |
| Participation rate | 100.0% | 77.1%+22.9pp | 71.0%+29.0pp | 83.2%+16.8pp |
| Annual return | -0.97% | 21.71%-22.7pp | -70.31%+69.3pp | 282.24%-283.2pp |
| Employer contribution / active EE | $12,216 | $3,601+239.3% | $2,322+426.1% | $4,866+151.0% |
| Participant deferral / active EE | $0 | $3,939-100.0% | $2,953-100.0% | $5,352-100.0% |
| Admin fee / account holder | $21,678 | $11,954+81.3% | $5,893+267.9% | $9,541+127.2% |