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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 | $66,821 | $78,694-15.1% | $67,652-1.2% | $125,389-46.7% |
| Participation rate | 100.0% | 78.8%+21.2pp | 75.7%+24.3pp | 83.2%+16.8pp |
| Annual return | -0.29% | 9.46%-9.8pp | 6625.40%-6625.7pp | 282.24%-282.5pp |
| Employer contribution / active EE | $5,190 | $3,044+70.5% | $2,266+129.1% | $4,866+6.6% |
| Participant deferral / active EE | $0 | $4,292-100.0% | $3,560-100.0% | $5,352-100.0% |
| Admin fee / account holder | $30,025 | $7,403+305.6% | $4,821+522.8% | $9,541+214.7% |