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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 | $29,364 | $105,866-72.3% | $90,766-67.6% | $134,545-78.2% |
| Participation rate | 100.0% | 78.3%+21.7pp | 75.7%+24.3pp | 81.2%+18.8pp |
| Annual return | -11.72% | -10.99%-0.7pp | -12.16%+0.4pp | 418.37%-430.1pp |
| Employer contribution / active EE | $1,171 | $3,464-66.2% | $2,922-59.9% | $4,742-75.3% |
| Participant deferral / active EE | $0 | $5,217-100.0% | $4,565-100.0% | $6,401-100.0% |
| Admin fee / account holder | $4,300 | $13,938-69.1% | $8,446-49.1% | $11,431-62.4% |