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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 | $72,578 | $82,678-12.2% | $125,391-42.1% | $68,490+6.0% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -0.01% | -5.97%+6.0pp | 572.41%-572.4pp | -7.85%+7.8pp |
| Employer contribution / active EE | $8,584 | $3,382+153.8% | $4,816+78.2% | $2,597+230.6% |
| Participant deferral / active EE | $0 | $6,111-100.0% | $7,448-100.0% | $4,028-100.0% |
| Admin fee / account holder | $4,766 | $6,277-24.1% | $10,009-52.4% | $5,403-11.8% |