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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 | $81,165 | $113,935-28.8% | $94,224-13.9% | $125,393-35.3% |
| Participation rate | 100.0% | 82.9%+17.1pp | 78.8%+21.2pp | 83.2%+16.8pp |
| Annual return | -2.19% | 5.29%-7.5pp | 10.68%-12.9pp | 282.23%-284.4pp |
| Employer contribution / active EE | $6,667 | $4,727+41.0% | $3,587+85.9% | $4,866+37.0% |
| Participant deferral / active EE | $0 | $5,179-100.0% | $4,320-100.0% | $5,351-100.0% |
| Admin fee / account holder | $1,268 | $8,391-84.9% | $6,269-79.8% | $9,541-86.7% |