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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 | $51,334 | $107,809-52.4% | $90,657-43.4% | $135,380-62.1% |
| Participation rate | 100.0% | 78.0%+22.0pp | 74.0%+26.0pp | 82.6%+17.4pp |
| Annual return | -7.20% | -0.90%-6.3pp | 1.89%-9.1pp | 519.81%-527.0pp |
| Employer contribution / active EE | $11,795 | $3,018+290.8% | $2,532+365.9% | $4,779+146.8% |
| Participant deferral / active EE | $7,174 | $3,872+85.3% | $3,424+109.5% | $5,609+27.9% |
| Admin fee / account holder | $725 | $5,931-87.8% | $4,994-85.5% | $10,828-93.3% |