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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 | $47,073 | $167,352-71.9% | $143,788-67.3% | $134,509-65.0% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -7.11% | 0.47%-7.6pp | -0.03%-7.1pp | 418.13%-425.2pp |
| Employer contribution / active EE | $4,888 | $5,620-13.0% | $4,952-1.3% | $4,741+3.1% |
| Participant deferral / active EE | $0 | $6,447-100.0% | $5,638-100.0% | $6,400-100.0% |
| Admin fee / account holder | $1,968 | $18,091-89.1% | $14,675-86.6% | $11,427-82.8% |