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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 | $95,545 | $92,219+3.6% | $76,767+24.5% | $135,380-29.4% |
| Participation rate | 100.0% | 79.8%+20.2pp | 77.0%+23.0pp | 82.6%+17.4pp |
| Annual return | -6.25% | 5.46%-11.7pp | 2.43%-8.7pp | 519.81%-526.1pp |
| Employer contribution / active EE | $2,400 | $3,216-25.4% | $2,485-3.4% | $4,779-49.8% |
| Participant deferral / active EE | $0 | $4,508-100.0% | $3,852-100.0% | $5,609-100.0% |
| Admin fee / account holder | $998 | $10,749-90.7% | $6,675-85.0% | $10,828-90.8% |