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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 | $68,234 | $82,324-17.1% | $68,803-0.8% | $134,545-49.3% |
| Participation rate | 100.0% | 75.1%+24.9pp | 69.0%+31.0pp | 81.2%+18.8pp |
| Annual return | -18.03% | -2.17%-15.9pp | -6.37%-11.7pp | 418.37%-436.4pp |
| Employer contribution / active EE | $3,077 | $3,302-6.8% | $2,656+15.9% | $4,742-35.1% |
| Participant deferral / active EE | $0 | $4,740-100.0% | $3,942-100.0% | $6,401-100.0% |
| Admin fee / account holder | $1,686 | $6,485-74.0% | $4,936-65.8% | $11,431-85.3% |