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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 | $132,253 | $211,946-37.6% | $169,452-22.0% | $135,380-2.3% |
| Participation rate | 100.0% | 82.6%+17.4pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -6.90% | 3.26%-10.2pp | 1.83%-8.7pp | 519.81%-526.7pp |
| Employer contribution / active EE | $0 | $5,117-100.0% | $4,157-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $16,875 | $6,075+177.8% | $5,277+219.8% | $5,609+200.9% |
| Admin fee / account holder | $4,280 | $11,472-62.7% | $9,110-53.0% | $10,828-60.5% |