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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 | $86,133 | $149,333-42.3% | $106,387-19.0% | $135,380-36.4% |
| Participation rate | 100.0% | 81.5%+18.5pp | 77.5%+22.5pp | 82.6%+17.4pp |
| Annual return | -5.68% | 0.52%-6.2pp | 0.25%-5.9pp | 519.81%-525.5pp |
| Employer contribution / active EE | $10,585 | $4,984+112.4% | $3,520+200.7% | $4,779+121.5% |
| Participant deferral / active EE | $9,037 | $7,230+25.0% | $5,421+66.7% | $5,609+61.1% |
| Admin fee / account holder | $56,204 | $15,952+252.3% | $7,510+648.4% | $10,828+419.1% |