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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 | $94,777 | $95,917-1.2% | $79,583+19.1% | $134,545-29.6% |
| Participation rate | 81.8% | 75.0%+6.8pp | 69.5%+12.3pp | 81.2%+0.6pp |
| Annual return | -13.05% | -2.70%-10.4pp | 0.16%-13.2pp | 418.37%-431.4pp |
| Employer contribution / active EE | $6,818 | $3,129+117.9% | $2,414+182.5% | $4,742+43.8% |
| Participant deferral / active EE | $0 | $4,694-100.0% | $3,986-100.0% | $6,401-100.0% |
| Admin fee / account holder | $2,349 | $9,132-74.3% | $6,835-65.6% | $11,431-79.4% |