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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 | $100,708 | $99,032+1.7% | $80,022+25.9% | $135,380-25.6% |
| Participation rate | 100.0% | 78.4%+21.6pp | 75.8%+24.2pp | 82.6%+17.4pp |
| Annual return | -0.94% | 15.39%-16.3pp | 11.22%-12.2pp | 519.81%-520.7pp |
| Employer contribution / active EE | $5,000 | $3,043+64.3% | $2,468+102.6% | $4,779+4.6% |
| Participant deferral / active EE | $0 | $4,282-100.0% | $3,686-100.0% | $5,609-100.0% |
| Admin fee / account holder | $849 | $10,436-91.9% | $6,521-87.0% | $10,828-92.2% |