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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 | $103,854 | $92,219+12.6% | $76,766+35.3% | $135,382-23.3% |
| Participation rate | 100.0% | 79.8%+20.2pp | 77.0%+23.0pp | 82.6%+17.4pp |
| Annual return | -7.43% | 5.46%-12.9pp | 2.43%-9.9pp | 519.77%-527.2pp |
| Employer contribution / active EE | $4,221 | $3,216+31.3% | $2,485+69.8% | $4,779-11.7% |
| Participant deferral / active EE | $0 | $4,508-100.0% | $3,851-100.0% | $5,609-100.0% |
| Admin fee / account holder | $791 | $10,749-92.6% | $6,675-88.2% | $10,829-92.7% |