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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 | $89,943 | $92,219-2.5% | $76,767+17.2% | $135,380-33.6% |
| Participation rate | 100.0% | 79.8%+20.2pp | 77.0%+23.0pp | 82.6%+17.4pp |
| Annual return | -4.91% | 5.46%-10.4pp | 2.43%-7.3pp | 519.81%-524.7pp |
| Employer contribution / active EE | $6,875 | $3,216+113.8% | $2,485+176.6% | $4,779+43.9% |
| Participant deferral / active EE | $0 | $4,508-100.0% | $3,852-100.0% | $5,609-100.0% |
| Admin fee / account holder | $52,806 | $10,749+391.3% | $6,675+691.1% | $10,828+387.7% |