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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 | $85,509 | $100,811-15.2% | $86,698-1.4% | $134,545-36.4% |
| Participation rate | 100.0% | 79.0%+21.0pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -15.54% | 29.11%-44.7pp | 35.96%-51.5pp | 418.37%-433.9pp |
| Employer contribution / active EE | $8,571 | $3,490+145.6% | $2,837+202.2% | $4,742+80.8% |
| Participant deferral / active EE | $0 | $5,339-100.0% | $4,656-100.0% | $6,401-100.0% |
| Admin fee / account holder | $1,204 | $10,926-89.0% | $7,492-83.9% | $11,431-89.5% |