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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 | $79,993 | $78,694+1.7% | $67,652+18.2% | $125,389-36.2% |
| Participation rate | 100.0% | 78.8%+21.2pp | 75.7%+24.3pp | 83.2%+16.8pp |
| Annual return | -2.45% | 9.46%-11.9pp | 6625.40%-6627.9pp | 282.24%-284.7pp |
| Employer contribution / active EE | $2,500 | $3,044-17.9% | $2,266+10.3% | $4,866-48.6% |
| Participant deferral / active EE | $0 | $4,292-100.0% | $3,560-100.0% | $5,352-100.0% |
| Admin fee / account holder | $643 | $7,403-91.3% | $4,821-86.7% | $9,541-93.3% |