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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 | $69,684 | $100,811-30.9% | $86,698-19.6% | $134,545-48.2% |
| Participation rate | 100.0% | 79.0%+21.0pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -8.88% | 29.11%-38.0pp | 35.96%-44.8pp | 418.37%-427.2pp |
| Employer contribution / active EE | $2,500 | $3,490-28.4% | $2,837-11.9% | $4,742-47.3% |
| Participant deferral / active EE | $0 | $5,339-100.0% | $4,656-100.0% | $6,401-100.0% |
| Admin fee / account holder | $1,489 | $10,926-86.4% | $7,492-80.1% | $11,431-87.0% |