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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 | $99,018 | $107,809-8.2% | $90,657+9.2% | $135,380-26.9% |
| Participation rate | 100.0% | 78.0%+22.0pp | 74.0%+26.0pp | 82.6%+17.4pp |
| Annual return | -7.16% | -0.90%-6.3pp | 1.89%-9.0pp | 519.81%-527.0pp |
| Employer contribution / active EE | $11,468 | $3,018+280.0% | $2,532+353.0% | $4,779+140.0% |
| Participant deferral / active EE | $6,162 | $3,872+59.2% | $3,424+80.0% | $5,609+9.9% |
| Admin fee / account holder | $27,272 | $5,931+359.8% | $4,994+446.1% | $10,828+151.9% |