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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 | $52,124 | $100,792-48.3% | $86,691-39.9% | $134,509-61.2% |
| Participation rate | 100.0% | 78.9%+21.1pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -5.04% | 29.08%-34.1pp | 35.94%-41.0pp | 418.13%-423.2pp |
| Employer contribution / active EE | $0 | $3,491-100.0% | $2,837-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $27,000 | $5,339+405.7% | $4,656+479.9% | $6,400+321.9% |
| Admin fee / account holder | $31,462 | $10,924+188.0% | $7,492+319.9% | $11,427+175.3% |