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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 | $20,875 | $142,392-85.3% | $119,622-82.5% | $134,532-84.5% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -15.62% | -12.46%-3.2pp | -14.98%-0.6pp | 418.27%-433.9pp |
| Employer contribution / active EE | $4,890 | $5,224-6.4% | $4,232+15.5% | $4,741+3.1% |
| Participant deferral / active EE | $0 | $6,467-100.0% | $5,601-100.0% | $6,401-100.0% |
| Admin fee / account holder | $1,611 | $13,593-88.1% | $10,328-84.4% | $11,429-85.9% |