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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 | $72,201 | $78,694-8.3% | $67,653+6.7% | $125,388-42.4% |
| Participation rate | 100.0% | 78.8%+21.2pp | 75.7%+24.3pp | 83.2%+16.8pp |
| Annual return | -0.28% | 9.46%-9.7pp | 6625.22%-6625.5pp | 282.24%-282.5pp |
| Employer contribution / active EE | $2,333 | $3,044-23.3% | $2,266+3.0% | $4,866-52.0% |
| Participant deferral / active EE | $0 | $4,292-100.0% | $3,560-100.0% | $5,352-100.0% |
| Admin fee / account holder | $1,359 | $7,403-81.6% | $4,821-71.8% | $9,541-85.8% |