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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 | $82,598 | $91,911-10.1% | $68,793+20.1% | $135,382-39.0% |
| Participation rate | 100.0% | 76.7%+23.3pp | 72.2%+27.8pp | 82.6%+17.4pp |
| Annual return | -5.47% | -8.22%+2.7pp | -4.63%-0.8pp | 519.77%-525.2pp |
| Employer contribution / active EE | $6,941 | $3,924+76.9% | $2,625+164.4% | $4,779+45.3% |
| Participant deferral / active EE | $0 | $4,315-100.0% | $3,311-100.0% | $5,609-100.0% |
| Admin fee / account holder | $11,335 | $9,240+22.7% | $5,131+120.9% | $10,829+4.7% |