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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 | $39,460 | $90,467-56.4% | $93,759-57.9% | $134,532-70.7% |
| Participation rate | 100.0% | 82.0%+18.0pp | 81.0%+19.0pp | 81.2%+18.8pp |
| Annual return | -14.01% | -15.72%+1.7pp | -11.33%-2.7pp | 418.27%-432.3pp |
| Employer contribution / active EE | $5,242 | $4,345+20.6% | $4,324+21.2% | $4,741+10.6% |
| Participant deferral / active EE | $0 | $5,980-100.0% | $6,096-100.0% | $6,401-100.0% |
| Admin fee / account holder | $6,101 | $9,258-34.1% | $7,197-15.2% | $11,429-46.6% |