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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 | $31,581 | $91,911-65.6% | $68,612-54.0% | $135,379-76.7% |
| Participation rate | 100.0% | 76.7%+23.3pp | 72.2%+27.8pp | 82.6%+17.4pp |
| Annual return | -8.56% | -8.22%-0.3pp | -4.63%-3.9pp | 519.79%-528.3pp |
| Employer contribution / active EE | $7,057 | $3,924+79.9% | $2,625+168.8% | $4,779+47.7% |
| Participant deferral / active EE | $5,253 | $4,315+21.7% | $3,311+58.6% | $5,609-6.3% |
| Admin fee / account holder | $374 | $9,240-96.0% | $5,131-92.7% | $10,828-96.5% |