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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 | $54,353 | $158,852-65.8% | $121,220-55.2% | $135,380-59.9% |
| Participation rate | 100.0% | 79.3%+20.7pp | 71.8%+28.2pp | 82.6%+17.4pp |
| Annual return | -7.09% | -0.64%-6.5pp | 16.94%-24.0pp | 519.81%-526.9pp |
| Employer contribution / active EE | $0 | $5,666-100.0% | $4,023-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $2,584 | $4,006-35.5% | $3,345-22.7% | $5,609-53.9% |
| Admin fee / account holder | $2,875 | $6,515-55.9% | $5,021-42.7% | $10,828-73.5% |