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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 | $98,165 | $91,911+6.8% | $68,612+43.1% | $135,379-27.5% |
| Participation rate | 100.0% | 76.7%+23.3pp | 72.2%+27.8pp | 82.6%+17.4pp |
| Annual return | -9.46% | -8.22%-1.2pp | -4.63%-4.8pp | 519.79%-529.2pp |
| Employer contribution / active EE | $11,441 | $3,924+191.6% | $2,625+335.8% | $4,779+139.4% |
| Participant deferral / active EE | $0 | $4,315-100.0% | $3,311-100.0% | $5,609-100.0% |
| Admin fee / account holder | $5,408 | $9,240-41.5% | $5,131+5.4% | $10,828-50.1% |