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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 | $69,906 | $129,959-46.2% | $104,301-33.0% | $134,509-48.0% |
| Participation rate | 100.0% | 79.5%+20.5pp | 73.3%+26.7pp | 81.2%+18.8pp |
| Annual return | -9.49% | 42.04%-51.5pp | 24.61%-34.1pp | 418.13%-427.6pp |
| Employer contribution / active EE | $3,761 | $4,185-10.2% | $3,373+11.5% | $4,741-20.7% |
| Participant deferral / active EE | $0 | $5,589-100.0% | $4,626-100.0% | $6,400-100.0% |
| Admin fee / account holder | $488 | $9,325-94.8% | $7,340-93.4% | $11,427-95.7% |