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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 | $88,202 | $167,362-47.3% | $143,799-38.7% | $134,532-34.4% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -7.51% | 0.47%-8.0pp | -0.04%-7.5pp | 418.27%-425.8pp |
| Employer contribution / active EE | $1,531 | $5,620-72.8% | $4,952-69.1% | $4,741-67.7% |
| Participant deferral / active EE | $0 | $6,447-100.0% | $5,638-100.0% | $6,401-100.0% |
| Admin fee / account holder | $5,840 | $18,094-67.7% | $14,677-60.2% | $11,429-48.9% |