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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 | $47,026 | $106,115-55.7% | $85,969-45.3% | $125,393-62.5% |
| Participation rate | 100.0% | 84.1%+15.9pp | 76.5%+23.5pp | 83.2%+16.8pp |
| Annual return | -2.21% | 13.93%-16.1pp | 9.32%-11.5pp | 282.23%-284.4pp |
| Employer contribution / active EE | $8,148 | $4,537+79.6% | $3,474+134.5% | $4,866+67.4% |
| Participant deferral / active EE | $0 | $4,859-100.0% | $3,829-100.0% | $5,351-100.0% |
| Admin fee / account holder | $1,768 | $8,144-78.3% | $6,053-70.8% | $9,541-81.5% |