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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 | $29,726 | $167,362-82.2% | $143,799-79.3% | $134,532-77.9% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -6.13% | 0.47%-6.6pp | -0.04%-6.1pp | 418.27%-424.4pp |
| Employer contribution / active EE | $7,000 | $5,620+24.5% | $4,952+41.4% | $4,741+47.6% |
| Participant deferral / active EE | $0 | $6,447-100.0% | $5,638-100.0% | $6,401-100.0% |
| Admin fee / account holder | $9,012 | $18,094-50.2% | $14,677-38.6% | $11,429-21.1% |