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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 | $81,954 | $167,353-51.0% | $143,797-43.0% | $134,545-39.1% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -16.32% | 0.48%-16.8pp | -0.04%-16.3pp | 418.37%-434.7pp |
| Employer contribution / active EE | $0 | $5,620-100.0% | $4,952-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $5,401 | $6,447-16.2% | $5,638-4.2% | $6,401-15.6% |
| Admin fee / account holder | $2,567 | $18,096-85.8% | $14,679-82.5% | $11,431-77.5% |