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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 | $83,754 | $100,792-16.9% | $86,691-3.4% | $134,509-37.7% |
| Participation rate | 100.0% | 78.9%+21.1pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -13.83% | 29.08%-42.9pp | 35.94%-49.8pp | 418.13%-432.0pp |
| Employer contribution / active EE | $2,581 | $3,491-26.1% | $2,837-9.0% | $4,741-45.6% |
| Participant deferral / active EE | $0 | $5,339-100.0% | $4,656-100.0% | $6,400-100.0% |
| Admin fee / account holder | $1,009 | $10,924-90.8% | $7,492-86.5% | $11,427-91.2% |