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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 | $71,196 | $54,355+31.0% | $82,744-14.0% | $68,486+4.0% |
| Participation rate | 100.0% | 63.9%+36.1pp | 72.6%+27.4pp | 67.9%+32.1pp |
| Annual return | -2.52% | -13.67%+11.1pp | 702.22%-704.7pp | -7.85%+5.3pp |
| Employer contribution / active EE | $6,628 | $2,219+198.7% | $3,008+120.3% | $2,597+155.2% |
| Participant deferral / active EE | $0 | $3,246-100.0% | $4,395-100.0% | $4,028-100.0% |
| Admin fee / account holder | $7,541 | $4,397+71.5% | $5,325+41.6% | $5,404+39.5% |