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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 | $53,478 | $72,404-26.1% | $110,243-51.5% | $64,173-16.7% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.6%+30.4pp |
| Annual return | -7.65% | -6.29%-1.4pp | 314.76%-322.4pp | 7.63%-15.3pp |
| Employer contribution / active EE | $9,118 | $2,282+299.6% | $3,827+138.3% | $2,381+283.0% |
| Participant deferral / active EE | $0 | $3,469-100.0% | $4,672-100.0% | $3,470-100.0% |
| Admin fee / account holder | $878 | $5,664-84.5% | $8,548-89.7% | $4,887-82.0% |