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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 | $67,951 | $167,353-59.4% | $143,797-52.7% | $134,545-49.5% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -8.27% | 0.48%-8.8pp | -0.04%-8.2pp | 418.37%-426.6pp |
| Employer contribution / active EE | $0 | $5,620-100.0% | $4,952-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $6,688 | $6,447+3.7% | $5,638+18.6% | $6,401+4.5% |
| Admin fee / account holder | $2,262 | $18,096-87.5% | $14,679-84.6% | $11,431-80.2% |