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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 | $89,330 | $81,870+9.1% | $119,634-25.3% | $68,490+30.4% |
| Participation rate | 100.0% | 71.9%+28.1pp | 79.3%+20.7pp | 67.9%+32.1pp |
| Annual return | -3.85% | -23.82%+20.0pp | -14.98%+11.1pp | -7.85%+4.0pp |
| Employer contribution / active EE | $11,628 | $2,692+332.0% | $4,232+174.7% | $2,597+347.8% |
| Participant deferral / active EE | $0 | $4,148-100.0% | $5,601-100.0% | $4,028-100.0% |
| Admin fee / account holder | $17,566 | $6,583+166.8% | $10,329+70.1% | $5,403+225.1% |