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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 | $40,919 | $131,835-69.0% | $108,582-62.3% | $273,972-85.1% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.6%+20.4pp | 83.0%+17.0pp |
| Annual return | 8.49% | -91.57%+100.1pp | -51.70%+60.2pp | 41.46%-33.0pp |
| Employer contribution / active EE | $1,405 | $4,913-71.4% | $3,758-62.6% | $4,869-71.1% |
| Participant deferral / active EE | $0 | $5,127-100.0% | $4,311-100.0% | $5,287-100.0% |
| Admin fee / account holder | $7,091 | $10,253-30.8% | $7,645-7.3% | $10,133-30.0% |