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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 | $76,700 | $92,219-16.8% | $76,768-0.1% | $135,379-43.3% |
| Participation rate | 100.0% | 79.8%+20.2pp | 77.0%+23.0pp | 82.6%+17.4pp |
| Annual return | -3.01% | 5.46%-8.5pp | 2.43%-5.4pp | 519.79%-522.8pp |
| Employer contribution / active EE | $2,333 | $3,216-27.4% | $2,485-6.1% | $4,779-51.2% |
| Participant deferral / active EE | $0 | $4,508-100.0% | $3,852-100.0% | $5,609-100.0% |
| Admin fee / account holder | $2,692 | $10,749-75.0% | $6,675-59.7% | $10,828-75.1% |