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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 | $68,917 | $69,518-0.9% | $59,887+15.1% | $135,379-49.1% |
| Participation rate | 88.9% | 77.8%+11.1pp | 74.7%+14.2pp | 82.6%+6.2pp |
| Annual return | -3.67% | 7.95%-11.6pp | 3.46%-7.1pp | 519.79%-523.5pp |
| Employer contribution / active EE | $6,745 | $3,235+108.5% | $2,722+147.8% | $4,779+41.1% |
| Participant deferral / active EE | $0 | $4,204-100.0% | $3,402-100.0% | $5,609-100.0% |
| Admin fee / account holder | $1,774 | $5,734-69.1% | $3,591-50.6% | $10,828-83.6% |