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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 | $80,142 | $167,353-52.1% | $143,797-44.3% | $134,545-40.4% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -18.48% | 0.48%-19.0pp | -0.04%-18.4pp | 418.37%-436.8pp |
| Employer contribution / active EE | $0 | $5,620-100.0% | $4,952-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $23,558 | $6,447+265.4% | $5,638+317.8% | $6,401+268.0% |
| Admin fee / account holder | $22,829 | $18,096+26.2% | $14,679+55.5% | $11,431+99.7% |