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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 | $29,114 | $167,352-82.6% | $143,788-79.8% | $134,509-78.4% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -3.59% | 0.47%-4.1pp | -0.03%-3.6pp | 418.13%-421.7pp |
| Employer contribution / active EE | $0 | $5,620-100.0% | $4,952-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $2,725 | $6,447-57.7% | $5,638-51.7% | $6,400-57.4% |
| Admin fee / account holder | $6,846 | $18,091-62.2% | $14,675-53.4% | $11,427-40.1% |