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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 | $92,665 | $69,541+33.3% | $59,899+54.7% | $135,380-31.6% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.7%+25.3pp | 82.6%+17.4pp |
| Annual return | -2.52% | 7.95%-10.5pp | 3.46%-6.0pp | 519.81%-522.3pp |
| Employer contribution / active EE | $18,823 | $3,236+481.7% | $2,723+591.3% | $4,779+293.9% |
| Participant deferral / active EE | $0 | $4,206-100.0% | $3,402-100.0% | $5,609-100.0% |
| Admin fee / account holder | $370 | $5,737-93.6% | $3,592-89.7% | $10,828-96.6% |