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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 | $44,553 | $54,355-18.0% | $82,744-46.2% | $68,486-34.9% |
| Participation rate | 100.0% | 63.9%+36.1pp | 72.6%+27.4pp | 67.9%+32.1pp |
| Annual return | -8.86% | -13.67%+4.8pp | 702.22%-711.1pp | -7.85%-1.0pp |
| Employer contribution / active EE | $0 | $2,219-100.0% | $3,008-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $5,383 | $3,246+65.8% | $4,395+22.5% | $4,028+33.6% |
| Admin fee / account holder | $5,086 | $4,397+15.7% | $5,325-4.5% | $5,404-5.9% |