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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 | $77,976 | $142,361-45.2% | $119,608-34.8% | $134,509-42.0% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -8.85% | -12.46%+3.6pp | -14.98%+6.1pp | 418.13%-427.0pp |
| Employer contribution / active EE | $11,603 | $5,224+122.1% | $4,232+174.1% | $4,741+144.8% |
| Participant deferral / active EE | $0 | $6,468-100.0% | $5,601-100.0% | $6,400-100.0% |
| Admin fee / account holder | $635 | $13,588-95.3% | $10,326-93.8% | $11,427-94.4% |