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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 | $154,562 | $90,467+70.8% | $93,759+64.8% | $134,532+14.9% |
| Participation rate | 100.0% | 82.0%+18.0pp | 81.0%+19.0pp | 81.2%+18.8pp |
| Annual return | -11.73% | -15.72%+4.0pp | -11.33%-0.4pp | 418.27%-430.0pp |
| Employer contribution / active EE | $8,699 | $4,345+100.2% | $4,324+101.2% | $4,741+83.5% |
| Participant deferral / active EE | $0 | $5,980-100.0% | $6,096-100.0% | $6,401-100.0% |
| Admin fee / account holder | $6,060 | $9,258-34.5% | $7,197-15.8% | $11,429-47.0% |