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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 | $142,409-80.0% | $119,634-76.2% | $134,545-78.8% |
| 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 | 418.37%-426.6pp |
| Employer contribution / active EE | $6,364 | $5,224+21.8% | $4,232+50.4% | $4,742+34.2% |
| Participant deferral / active EE | $0 | $6,468-100.0% | $5,601-100.0% | $6,401-100.0% |
| Admin fee / account holder | $345 | $13,594-97.5% | $10,329-96.7% | $11,431-97.0% |