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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 | $47,432 | $77,976-39.2% | $81,367-41.7% | $125,389-62.2% |
| Participation rate | 100.0% | 83.3%+16.7pp | 82.3%+17.7pp | 83.2%+16.8pp |
| Annual return | -0.01% | -2.85%+2.8pp | -0.92%+0.9pp | 282.24%-282.2pp |
| Employer contribution / active EE | $5,537 | $4,366+26.8% | $3,930+40.9% | $4,866+13.8% |
| Participant deferral / active EE | $0 | $5,646-100.0% | $5,383-100.0% | $5,352-100.0% |
| Admin fee / account holder | $37,263 | $12,476+198.7% | $8,926+317.5% | $9,541+290.6% |