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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 | $33,032 | $87,542-62.3% | $75,782-56.4% | $125,393-73.7% |
| Participation rate | 100.0% | 80.2%+19.8pp | 75.8%+24.2pp | 83.2%+16.8pp |
| Annual return | -0.31% | 13.48%-13.8pp | 9.68%-10.0pp | 282.23%-282.5pp |
| Employer contribution / active EE | $0 | $3,930-100.0% | $3,323-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $4,624 | $4,229+9.3% | $3,652+26.6% | $5,351-13.6% |
| Admin fee / account holder | $19,193 | $6,502+195.2% | $5,300+262.2% | $9,541+101.2% |