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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 | $71,000 | $92,219-23.0% | $76,767-7.5% | $135,380-47.6% |
| Participation rate | 90.0% | 79.8%+10.2pp | 77.0%+13.0pp | 82.6%+7.4pp |
| Annual return | -4.61% | 5.46%-10.1pp | 2.43%-7.0pp | 519.81%-524.4pp |
| Employer contribution / active EE | $2,240 | $3,216-30.4% | $2,485-9.9% | $4,779-53.1% |
| Participant deferral / active EE | $0 | $4,508-100.0% | $3,852-100.0% | $5,609-100.0% |
| Admin fee / account holder | $908 | $10,749-91.6% | $6,675-86.4% | $10,828-91.6% |