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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 | $116,013 | $95,917+21.0% | $79,583+45.8% | $134,545-13.8% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -5.84% | -2.70%-3.1pp | 0.16%-6.0pp | 418.37%-424.2pp |
| Employer contribution / active EE | $5,556 | $3,129+77.5% | $2,414+130.2% | $4,742+17.2% |
| Participant deferral / active EE | $0 | $4,694-100.0% | $3,986-100.0% | $6,401-100.0% |
| Admin fee / account holder | $3,101 | $9,132-66.0% | $6,835-54.6% | $11,431-72.9% |