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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 | $40,601 | $142,392-71.5% | $119,622-66.1% | $134,532-69.8% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -0.07% | -12.46%+12.4pp | -14.98%+14.9pp | 418.27%-418.3pp |
| Employer contribution / active EE | $2,083 | $5,224-60.1% | $4,232-50.8% | $4,741-56.1% |
| Participant deferral / active EE | $0 | $6,467-100.0% | $5,601-100.0% | $6,401-100.0% |
| Admin fee / account holder | $2,301 | $13,593-83.1% | $10,328-77.7% | $11,429-79.9% |