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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 | $117,337 | $127,096-7.7% | $105,736+11.0% | $135,380-13.3% |
| Participation rate | 100.0% | 82.7%+17.3pp | 76.3%+23.7pp | 82.6%+17.4pp |
| Annual return | -6.76% | 4.49%-11.2pp | 6.27%-13.0pp | 519.81%-526.6pp |
| Employer contribution / active EE | $3,497 | $4,107-14.9% | $3,268+7.0% | $4,779-26.8% |
| Participant deferral / active EE | $0 | $5,064-100.0% | $4,080-100.0% | $5,609-100.0% |
| Admin fee / account holder | $1,332 | $9,087-85.3% | $6,913-80.7% | $10,828-87.7% |