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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 | $114,779 | $72,404+58.5% | $110,243+4.1% | $64,173+78.9% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.6%+30.4pp |
| Annual return | -3.07% | -6.29%+3.2pp | 314.76%-317.8pp | 7.63%-10.7pp |
| Employer contribution / active EE | $6,250 | $2,282+173.9% | $3,827+63.3% | $2,381+162.5% |
| Participant deferral / active EE | $0 | $3,469-100.0% | $4,672-100.0% | $3,470-100.0% |
| Admin fee / account holder | $892 | $5,664-84.2% | $8,548-89.6% | $4,887-81.7% |