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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 | $73,322 | $97,027-24.4% | $83,323-12.0% | $135,382-45.8% |
| Participation rate | 100.0% | 80.4%+19.6pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -4.89% | 12.31%-17.2pp | 10.63%-15.5pp | 519.77%-524.7pp |
| Employer contribution / active EE | $7,131 | $4,143+72.1% | $3,379+111.1% | $4,779+49.2% |
| Participant deferral / active EE | $0 | $5,964-100.0% | $5,565-100.0% | $5,609-100.0% |
| Admin fee / account holder | $714 | $8,427-91.5% | $7,539-90.5% | $10,829-93.4% |