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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 | $63,940 | $133,998-52.3% | $112,263-43.0% | $134,545-52.5% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -17.59% | 47.17%-64.8pp | 27.49%-45.1pp | 418.37%-436.0pp |
| Employer contribution / active EE | $0 | $4,040-100.0% | $3,636-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $3,160 | $5,292-40.3% | $4,729-33.2% | $6,401-50.6% |
| Admin fee / account holder | $1,023 | $7,493-86.3% | $6,410-84.0% | $11,431-91.1% |