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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 | $62,142 | $78,694-21.0% | $67,653-8.1% | $125,388-50.4% |
| Participation rate | 100.0% | 78.8%+21.2pp | 75.7%+24.3pp | 83.2%+16.8pp |
| Annual return | -0.82% | 9.46%-10.3pp | 6625.22%-6626.0pp | 282.24%-283.1pp |
| Employer contribution / active EE | $5,294 | $3,044+73.9% | $2,266+133.7% | $4,866+8.8% |
| Participant deferral / active EE | $0 | $4,292-100.0% | $3,560-100.0% | $5,352-100.0% |
| Admin fee / account holder | $11,217 | $7,403+51.5% | $4,821+132.7% | $9,541+17.6% |