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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 | $70,458 | $95,915-26.5% | $79,580-11.5% | $134,532-47.6% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -4.70% | -2.71%-2.0pp | 0.15%-4.9pp | 418.27%-423.0pp |
| Employer contribution / active EE | $10,647 | $3,129+240.3% | $2,413+341.2% | $4,741+124.6% |
| Participant deferral / active EE | $0 | $4,693-100.0% | $3,985-100.0% | $6,401-100.0% |
| Admin fee / account holder | $1,126 | $9,132-87.7% | $6,835-83.5% | $11,429-90.1% |