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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 | $68,971 | $147,167-53.1% | $111,392-38.1% | $135,382-49.1% |
| Participation rate | 80.0% | 84.0%-4.0pp | 78.9%+1.1pp | 82.6%-2.6pp |
| Annual return | -3.73% | -4.44%+0.7pp | -2.06%-1.7pp | 519.77%-523.5pp |
| Employer contribution / active EE | $1,673 | $5,204-67.9% | $4,328-61.3% | $4,779-65.0% |
| Participant deferral / active EE | $0 | $6,565-100.0% | $5,567-100.0% | $5,609-100.0% |
| Admin fee / account holder | $1,611 | $20,270-92.1% | $12,266-86.9% | $10,829-85.1% |