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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 | $83,035 | $147,167-43.6% | $111,392-25.5% | $135,380-38.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 78.9%+21.1pp | 82.6%+17.4pp |
| Annual return | -6.97% | -4.44%-2.5pp | -2.06%-4.9pp | 519.81%-526.8pp |
| Employer contribution / active EE | $15,732 | $5,204+202.3% | $4,328+263.5% | $4,779+229.2% |
| Participant deferral / active EE | $0 | $6,565-100.0% | $5,567-100.0% | $5,609-100.0% |
| Admin fee / account holder | $3,276 | $20,270-83.8% | $12,266-73.3% | $10,828-69.7% |