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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 | $131,789 | $167,352-21.3% | $143,788-8.3% | $134,509-2.0% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -18.95% | 0.47%-19.4pp | -0.03%-18.9pp | 418.13%-437.1pp |
| Employer contribution / active EE | $1,438 | $5,620-74.4% | $4,952-71.0% | $4,741-69.7% |
| Participant deferral / active EE | $0 | $6,447-100.0% | $5,638-100.0% | $6,400-100.0% |
| Admin fee / account holder | $1,410 | $18,091-92.2% | $14,675-90.4% | $11,427-87.7% |