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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 | $60,946 | $83,908-27.4% | $68,509-11.0% | $125,388-51.4% |
| Participation rate | 100.0% | 78.2%+21.8pp | 74.7%+25.3pp | 83.2%+16.8pp |
| Annual return | -2.96% | 14.48%-17.4pp | 8.27%-11.2pp | 282.24%-285.2pp |
| Employer contribution / active EE | $3,231 | $3,031+6.6% | $2,278+41.8% | $4,866-33.6% |
| Participant deferral / active EE | $0 | $4,125-100.0% | $3,382-100.0% | $5,352-100.0% |
| Admin fee / account holder | $9,708 | $8,982+8.1% | $5,275+84.0% | $9,541+1.7% |