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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 | $99,271 | $95,188+4.3% | $76,518+29.7% | $135,379-26.7% |
| Participation rate | 100.0% | 74.4%+25.6pp | 68.0%+32.0pp | 82.6%+17.4pp |
| Annual return | -1.68% | 4.85%-6.5pp | -0.27%-1.4pp | 519.79%-521.5pp |
| Employer contribution / active EE | $17,667 | $3,303+434.9% | $2,647+567.4% | $4,779+269.7% |
| Participant deferral / active EE | $0 | $4,640-100.0% | $3,836-100.0% | $5,609-100.0% |
| Admin fee / account holder | $6,912 | $6,249+10.6% | $4,849+42.6% | $10,828-36.2% |