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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 | $91,870 | $75,935+21.0% | $60,547+51.7% | $125,389-26.7% |
| Participation rate | 100.0% | 76.5%+23.5pp | 68.0%+32.0pp | 83.2%+16.8pp |
| Annual return | -0.25% | -5.38%+5.1pp | 335.64%-335.9pp | 282.24%-282.5pp |
| Employer contribution / active EE | $1,333 | $3,438-61.2% | $2,419-44.9% | $4,866-72.6% |
| Participant deferral / active EE | $0 | $4,506-100.0% | $3,328-100.0% | $5,352-100.0% |
| Admin fee / account holder | $2,596 | $6,768-61.6% | $4,536-42.8% | $9,541-72.8% |