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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 | $19,566 | $167,353-88.3% | $143,797-86.4% | $134,545-85.5% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -13.90% | 0.48%-14.4pp | -0.04%-13.9pp | 418.37%-432.3pp |
| Employer contribution / active EE | $1,792 | $5,620-68.1% | $4,952-63.8% | $4,742-62.2% |
| Participant deferral / active EE | $0 | $6,447-100.0% | $5,638-100.0% | $6,401-100.0% |
| Admin fee / account holder | $588 | $18,096-96.7% | $14,679-96.0% | $11,431-94.9% |