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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 | $40,861 | $167,362-75.6% | $143,799-71.6% | $134,532-69.6% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -15.59% | 0.47%-16.1pp | -0.04%-15.5pp | 418.27%-433.9pp |
| Employer contribution / active EE | $4,667 | $5,620-17.0% | $4,952-5.8% | $4,741-1.6% |
| Participant deferral / active EE | $0 | $6,447-100.0% | $5,638-100.0% | $6,401-100.0% |
| Admin fee / account holder | $469 | $18,094-97.4% | $14,677-96.8% | $11,429-95.9% |