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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 | $81,187 | $90,590-10.4% | $90,782-10.6% | $135,380-40.0% |
| Participation rate | 100.0% | 83.7%+16.3pp | 82.7%+17.3pp | 82.6%+17.4pp |
| Annual return | -4.12% | -3.40%-0.7pp | -3.42%-0.7pp | 519.81%-523.9pp |
| Employer contribution / active EE | $4,329 | $4,352-0.5% | $4,105+5.5% | $4,779-9.4% |
| Participant deferral / active EE | $0 | $5,407-100.0% | $5,366-100.0% | $5,609-100.0% |
| Admin fee / account holder | $1,356 | $7,683-82.4% | $5,908-77.0% | $10,828-87.5% |