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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 | $40,184 | $105,866-62.0% | $90,766-55.7% | $134,545-70.1% |
| Participation rate | 100.0% | 78.3%+21.7pp | 75.7%+24.3pp | 81.2%+18.8pp |
| Annual return | -14.87% | -10.99%-3.9pp | -12.16%-2.7pp | 418.37%-433.2pp |
| Employer contribution / active EE | $856 | $3,464-75.3% | $2,922-70.7% | $4,742-81.9% |
| Participant deferral / active EE | $0 | $5,217-100.0% | $4,565-100.0% | $6,401-100.0% |
| Admin fee / account holder | $803 | $13,938-94.2% | $8,446-90.5% | $11,431-93.0% |