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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 | $50,491 | $142,409-64.5% | $119,634-57.8% | $134,545-62.5% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -8.48% | -12.46%+4.0pp | -14.98%+6.5pp | 418.37%-426.9pp |
| Employer contribution / active EE | $4,269 | $5,224-18.3% | $4,232+0.9% | $4,742-10.0% |
| Participant deferral / active EE | $0 | $6,468-100.0% | $5,601-100.0% | $6,401-100.0% |
| Admin fee / account holder | $7,425 | $13,594-45.4% | $10,329-28.1% | $11,431-35.0% |