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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 | $56,005 | $167,353-66.5% | $143,797-61.1% | $134,545-58.4% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -17.20% | 0.48%-17.7pp | -0.04%-17.2pp | 418.37%-435.6pp |
| Employer contribution / active EE | $3,637 | $5,620-35.3% | $4,952-26.6% | $4,742-23.3% |
| Participant deferral / active EE | $0 | $6,447-100.0% | $5,638-100.0% | $6,401-100.0% |
| Admin fee / account holder | $2,155 | $18,096-88.1% | $14,679-85.3% | $11,431-81.1% |