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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 | $56,396 | $142,361-60.4% | $119,608-52.8% | $134,509-58.1% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | 5.04% | -12.46%+17.5pp | -14.98%+20.0pp | 418.13%-413.1pp |
| Employer contribution / active EE | $1,797 | $5,224-65.6% | $4,232-57.6% | $4,741-62.1% |
| Participant deferral / active EE | $0 | $6,468-100.0% | $5,601-100.0% | $6,400-100.0% |
| Admin fee / account holder | $2,417 | $13,588-82.2% | $10,326-76.6% | $11,427-78.8% |