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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 | $28,491 | $142,358-80.0% | $119,615-76.2% | $134,493-78.8% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -8.24% | -12.46%+4.2pp | -14.98%+6.7pp | 418.01%-426.3pp |
| Employer contribution / active EE | $6,364 | $5,223+21.9% | $4,232+50.4% | $4,740+34.3% |
| Participant deferral / active EE | $0 | $6,470-100.0% | $5,602-100.0% | $6,400-100.0% |
| Admin fee / account holder | $345 | $13,585-97.5% | $10,324-96.7% | $11,425-97.0% |