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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 | $99,228 | $107,809-8.0% | $90,657+9.5% | $135,379-26.7% |
| Participation rate | 100.0% | 78.0%+22.0pp | 74.0%+26.0pp | 82.6%+17.4pp |
| Annual return | -7.65% | -0.90%-6.7pp | 1.89%-9.5pp | 519.79%-527.4pp |
| Employer contribution / active EE | $5,449 | $3,018+80.6% | $2,532+115.2% | $4,779+14.0% |
| Participant deferral / active EE | $6,496 | $3,872+67.8% | $3,424+89.7% | $5,609+15.8% |
| Admin fee / account holder | $2,133 | $5,931-64.0% | $4,994-57.3% | $10,828-80.3% |