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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 | $73,495 | $78,694-6.6% | $67,653+8.6% | $125,388-41.4% |
| Participation rate | 90.9% | 78.8%+12.1pp | 75.7%+15.2pp | 83.2%+7.7pp |
| Annual return | -2.74% | 9.46%-12.2pp | 6625.22%-6628.0pp | 282.24%-285.0pp |
| Employer contribution / active EE | $14,545 | $3,044+377.9% | $2,266+542.0% | $4,866+198.9% |
| Participant deferral / active EE | $0 | $4,292-100.0% | $3,560-100.0% | $5,352-100.0% |
| Admin fee / account holder | $3,854 | $7,403-47.9% | $4,821-20.1% | $9,541-59.6% |