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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 | $95,895-1.2% | $79,576+19.1% | $134,509-29.5% |
| Participation rate | 81.8% | 75.0%+6.8pp | 69.5%+12.3pp | 81.2%+0.6pp |
| Annual return | -13.05% | -2.72%-10.3pp | 0.15%-13.2pp | 418.13%-431.2pp |
| Employer contribution / active EE | $6,818 | $3,128+118.0% | $2,413+182.5% | $4,741+43.8% |
| Participant deferral / active EE | $0 | $4,693-100.0% | $3,985-100.0% | $6,400-100.0% |
| Admin fee / account holder | $2,349 | $9,129-74.3% | $6,834-65.6% | $11,427-79.4% |