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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 | $78,115 | $167,362-53.3% | $143,799-45.7% | $134,532-41.9% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -13.36% | 0.47%-13.8pp | -0.04%-13.3pp | 418.27%-431.6pp |
| Employer contribution / active EE | $19,693 | $5,620+250.4% | $4,952+297.7% | $4,741+315.4% |
| Participant deferral / active EE | $0 | $6,447-100.0% | $5,638-100.0% | $6,401-100.0% |
| Admin fee / account holder | $8,137 | $18,094-55.0% | $14,677-44.6% | $11,429-28.8% |