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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 | $33,852 | $106,115-68.1% | $85,969-60.6% | $125,389-73.0% |
| Participation rate | 100.0% | 84.1%+15.9pp | 76.5%+23.5pp | 83.2%+16.8pp |
| Annual return | -2.33% | 13.93%-16.3pp | 9.32%-11.6pp | 282.24%-284.6pp |
| Employer contribution / active EE | $3,675 | $4,537-19.0% | $3,474+5.8% | $4,866-24.5% |
| Participant deferral / active EE | $0 | $4,859-100.0% | $3,829-100.0% | $5,352-100.0% |
| Admin fee / account holder | $1,490 | $8,144-81.7% | $6,053-75.4% | $9,541-84.4% |