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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 | $36,609 | $90,448-59.5% | $93,786-61.0% | $134,545-72.8% |
| Participation rate | 100.0% | 82.0%+18.0pp | 81.0%+19.0pp | 81.2%+18.8pp |
| Annual return | -9.91% | -15.71%+5.8pp | -11.32%+1.4pp | 418.37%-428.3pp |
| Employer contribution / active EE | $2,819 | $4,349-35.2% | $4,328-34.9% | $4,742-40.5% |
| Participant deferral / active EE | $0 | $5,983-100.0% | $6,100-100.0% | $6,401-100.0% |
| Admin fee / account holder | $647 | $9,232-93.0% | $7,184-91.0% | $11,431-94.3% |