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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 | $67,962 | $97,881-30.6% | $80,004-15.1% | $125,389-45.8% |
| Participation rate | 100.0% | 77.9%+22.1pp | 73.0%+27.0pp | 83.2%+16.8pp |
| Annual return | -2.40% | 9.36%-11.8pp | 7.63%-10.0pp | 282.24%-284.6pp |
| Employer contribution / active EE | $4,056 | $3,128+29.7% | $2,473+64.0% | $4,866-16.7% |
| Participant deferral / active EE | $0 | $3,744-100.0% | $3,204-100.0% | $5,352-100.0% |
| Admin fee / account holder | $10,295 | $6,278+64.0% | $5,033+104.5% | $9,541+7.9% |