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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 | $43,982 | $167,533-73.7% | $151,645-71.0% | $134,545-67.3% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -17.28% | 7.81%-25.1pp | 3.34%-20.6pp | 418.37%-435.7pp |
| Employer contribution / active EE | $2,903 | $6,828-57.5% | $6,165-52.9% | $4,742-38.8% |
| Participant deferral / active EE | $0 | $8,985-100.0% | $8,363-100.0% | $6,401-100.0% |
| Admin fee / account holder | $1,246 | $13,781-91.0% | $11,614-89.3% | $11,431-89.1% |