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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 | $66,243 | $85,790-22.8% | $67,313-1.6% | $135,380-51.1% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | -5.69% | -0.54%-5.2pp | -4.08%-1.6pp | 519.81%-525.5pp |
| Employer contribution / active EE | $2,510 | $3,487-28.0% | $2,566-2.2% | $4,779-47.5% |
| Participant deferral / active EE | $2,510 | $4,651-46.0% | $3,568-29.7% | $5,609-55.3% |
| Admin fee / account holder | $30,830 | $6,392+382.3% | $4,507+584.1% | $10,828+184.7% |