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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 | $69,218 | $107,806-35.8% | $90,655-23.6% | $135,382-48.9% |
| Participation rate | 100.0% | 78.0%+22.0pp | 74.0%+26.0pp | 82.6%+17.4pp |
| Annual return | -4.22% | -0.90%-3.3pp | 1.89%-6.1pp | 519.77%-524.0pp |
| Employer contribution / active EE | $0 | $3,018-100.0% | $2,532-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $3,884 | $3,872+0.3% | $3,425+13.4% | $5,609-30.7% |
| Admin fee / account holder | $2,619 | $5,931-55.8% | $4,994-47.6% | $10,829-75.8% |