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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 | $71,330 | $158,852-55.1% | $121,220-41.2% | $135,380-47.3% |
| Participation rate | 100.0% | 79.3%+20.7pp | 71.8%+28.2pp | 82.6%+17.4pp |
| Annual return | -0.95% | -0.64%-0.3pp | 16.94%-17.9pp | 519.81%-520.8pp |
| Employer contribution / active EE | $5,301 | $5,666-6.4% | $4,023+31.8% | $4,779+10.9% |
| Participant deferral / active EE | $0 | $4,006-100.0% | $3,345-100.0% | $5,609-100.0% |
| Admin fee / account holder | $4,217 | $6,515-35.3% | $5,021-16.0% | $10,828-61.1% |