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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 | $63,223 | $95,188-33.6% | $76,518-17.4% | $135,380-53.3% |
| Participation rate | 76.9% | 74.4%+2.5pp | 68.0%+8.9pp | 82.6%-5.7pp |
| Annual return | -6.34% | 4.85%-11.2pp | -0.27%-6.1pp | 519.81%-526.1pp |
| Employer contribution / active EE | $1,923 | $3,303-41.8% | $2,647-27.4% | $4,779-59.8% |
| Participant deferral / active EE | $0 | $4,640-100.0% | $3,836-100.0% | $5,609-100.0% |
| Admin fee / account holder | $765 | $6,249-87.8% | $4,849-84.2% | $10,828-92.9% |