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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 | $23,206 | $167,353-86.1% | $143,797-83.9% | $134,545-82.8% |
| Participation rate | 71.4% | 84.8%-13.4pp | 80.3%-8.9pp | 81.2%-9.8pp |
| Annual return | -17.17% | 0.48%-17.7pp | -0.04%-17.1pp | 418.37%-435.5pp |
| Employer contribution / active EE | $0 | $5,620-100.0% | $4,952-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $4,602 | $6,447-28.6% | $5,638-18.4% | $6,401-28.1% |
| Admin fee / account holder | $537 | $18,096-97.0% | $14,679-96.3% | $11,431-95.3% |