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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 | $52,228 | $142,409-63.3% | $119,634-56.3% | $134,545-61.2% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -18.92% | -12.46%-6.5pp | -14.98%-3.9pp | 418.37%-437.3pp |
| Employer contribution / active EE | $7,853 | $5,224+50.3% | $4,232+85.5% | $4,742+65.6% |
| Participant deferral / active EE | $0 | $6,468-100.0% | $5,601-100.0% | $6,401-100.0% |
| Admin fee / account holder | $549 | $13,594-96.0% | $10,329-94.7% | $11,431-95.2% |