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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 | $18,493 | $158,852-88.4% | $121,220-84.7% | $135,380-86.3% |
| Participation rate | 100.0% | 79.3%+20.7pp | 71.8%+28.2pp | 82.6%+17.4pp |
| Annual return | -0.80% | -0.64%-0.2pp | 16.94%-17.7pp | 519.81%-520.6pp |
| Employer contribution / active EE | $0 | $5,666-100.0% | $4,023-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $6,997 | $4,006+74.7% | $3,345+109.2% | $5,609+24.7% |
| Admin fee / account holder | $37,218 | $6,515+471.3% | $5,021+641.3% | $10,828+243.7% |