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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 | $83,954 | $113,941-26.3% | $94,229-10.9% | $125,389-33.0% |
| Participation rate | 100.0% | 82.9%+17.1pp | 78.8%+21.2pp | 83.2%+16.8pp |
| Annual return | -0.56% | 5.29%-5.8pp | 10.68%-11.2pp | 282.24%-282.8pp |
| Employer contribution / active EE | $1,542 | $4,727-67.4% | $3,587-57.0% | $4,866-68.3% |
| Participant deferral / active EE | $0 | $5,179-100.0% | $4,320-100.0% | $5,352-100.0% |
| Admin fee / account holder | $4,106 | $8,392-51.1% | $6,269-34.5% | $9,541-57.0% |