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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 | $87,730 | $95,188-7.8% | $76,518+14.7% | $135,379-35.2% |
| Participation rate | 100.0% | 74.4%+25.6pp | 68.0%+32.0pp | 82.6%+17.4pp |
| Annual return | -7.53% | 4.85%-12.4pp | -0.27%-7.3pp | 519.79%-527.3pp |
| Employer contribution / active EE | $5,694 | $3,303+72.4% | $2,647+115.1% | $4,779+19.1% |
| Participant deferral / active EE | $0 | $4,640-100.0% | $3,836-100.0% | $5,609-100.0% |
| Admin fee / account holder | $2,472 | $6,249-60.4% | $4,849-49.0% | $10,828-77.2% |