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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 | $69,088 | $92,219-25.1% | $76,768-10.0% | $135,379-49.0% |
| Participation rate | 100.0% | 79.8%+20.2pp | 77.0%+23.0pp | 82.6%+17.4pp |
| Annual return | -6.22% | 5.46%-11.7pp | 2.43%-8.6pp | 519.79%-526.0pp |
| Employer contribution / active EE | $5,904 | $3,216+83.6% | $2,485+137.6% | $4,779+23.5% |
| Participant deferral / active EE | $7,963 | $4,508+76.6% | $3,852+106.7% | $5,609+42.0% |
| Admin fee / account holder | $1,788 | $10,749-83.4% | $6,675-73.2% | $10,828-83.5% |