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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 | $32,761 | $90,590-63.8% | $90,782-63.9% | $135,380-75.8% |
| Participation rate | 100.0% | 83.7%+16.3pp | 82.7%+17.3pp | 82.6%+17.4pp |
| Annual return | -8.74% | -3.40%-5.3pp | -3.42%-5.3pp | 519.81%-528.5pp |
| Employer contribution / active EE | $3,107 | $4,352-28.6% | $4,105-24.3% | $4,779-35.0% |
| Participant deferral / active EE | $0 | $5,407-100.0% | $5,366-100.0% | $5,609-100.0% |
| Admin fee / account holder | $4,070 | $7,683-47.0% | $5,908-31.1% | $10,828-62.4% |