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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 | $23,649 | $142,392-83.4% | $119,622-80.2% | $134,532-82.4% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -15.88% | -12.46%-3.4pp | -14.98%-0.9pp | 418.27%-434.1pp |
| Employer contribution / active EE | $3,090 | $5,224-40.9% | $4,232-27.0% | $4,741-34.8% |
| Participant deferral / active EE | $0 | $6,467-100.0% | $5,601-100.0% | $6,401-100.0% |
| Admin fee / account holder | $417 | $13,593-96.9% | $10,328-96.0% | $11,429-96.3% |