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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 | $64,947 | $59,116+9.9% | $86,438-24.9% | $68,486-5.2% |
| Participation rate | 100.0% | 75.2%+24.8pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -6.58% | -0.23%-6.4pp | 4397.19%-4403.8pp | -7.85%+1.3pp |
| Employer contribution / active EE | $0 | $2,519-100.0% | $3,769-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $3,309 | $5,902-43.9% | $6,952-52.4% | $4,028-17.8% |
| Admin fee / account holder | $3,751 | $5,639-33.5% | $6,733-44.3% | $5,404-30.6% |