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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 | $90,244 | $92,219-2.1% | $76,768+17.6% | $135,379-33.3% |
| Participation rate | 100.0% | 79.8%+20.2pp | 77.0%+23.0pp | 82.6%+17.4pp |
| Annual return | -5.10% | 5.46%-10.6pp | 2.43%-7.5pp | 519.79%-524.9pp |
| Employer contribution / active EE | $0 | $3,216-100.0% | $2,485-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $5,616 | $4,508+24.6% | $3,852+45.8% | $5,609+0.1% |
| Admin fee / account holder | $31,896 | $10,749+196.7% | $6,675+377.8% | $10,828+194.6% |