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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 | $92,269 | $69,541+32.7% | $59,899+54.0% | $135,380-31.8% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.7%+25.3pp | 82.6%+17.4pp |
| Annual return | -2.58% | 7.95%-10.5pp | 3.46%-6.0pp | 519.81%-522.4pp |
| Employer contribution / active EE | $6,556 | $3,236+102.6% | $2,723+140.8% | $4,779+37.2% |
| Participant deferral / active EE | $0 | $4,206-100.0% | $3,402-100.0% | $5,609-100.0% |
| Admin fee / account holder | $1,906 | $5,737-66.8% | $3,592-46.9% | $10,828-82.4% |