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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 | $56,680 | $54,355+4.3% | $82,744-31.5% | $68,486-17.2% |
| Participation rate | 100.0% | 63.9%+36.1pp | 72.6%+27.4pp | 67.9%+32.1pp |
| Annual return | -1.44% | -13.67%+12.2pp | 702.22%-703.7pp | -7.85%+6.4pp |
| Employer contribution / active EE | $0 | $2,219-100.0% | $3,008-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $7,689 | $3,246+136.8% | $4,395+75.0% | $4,028+90.9% |
| Admin fee / account holder | $1,748 | $4,397-60.2% | $5,325-67.2% | $5,404-67.7% |