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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 | $21,540 | $211,946-89.8% | $169,452-87.3% | $135,380-84.1% |
| Participation rate | 100.0% | 82.6%+17.4pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -3.05% | 3.26%-6.3pp | 1.83%-4.9pp | 519.81%-522.9pp |
| Employer contribution / active EE | $0 | $5,117-100.0% | $4,157-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $1,917 | $6,075-68.5% | $5,277-63.7% | $5,609-65.8% |
| Admin fee / account holder | $1,301 | $11,472-88.7% | $9,110-85.7% | $10,828-88.0% |