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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 | $80,999 | $85,790-5.6% | $67,313+20.3% | $135,380-40.2% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | -7.81% | -0.54%-7.3pp | -4.08%-3.7pp | 519.81%-527.6pp |
| Employer contribution / active EE | $11,001 | $3,487+215.5% | $2,566+328.8% | $4,779+130.2% |
| Participant deferral / active EE | $5,618 | $4,651+20.8% | $3,568+57.5% | $5,609+0.2% |
| Admin fee / account holder | $1,210 | $6,392-81.1% | $4,507-73.2% | $10,828-88.8% |