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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 | $20,295 | $167,352-87.9% | $143,788-85.9% | $134,509-84.9% |
| Participation rate | 75.0% | 84.8%-9.8pp | 80.3%-5.3pp | 81.2%-6.2pp |
| Annual return | -17.42% | 0.47%-17.9pp | -0.03%-17.4pp | 418.13%-435.6pp |
| Employer contribution / active EE | $2,154 | $5,620-61.7% | $4,952-56.5% | $4,741-54.6% |
| Participant deferral / active EE | $0 | $6,447-100.0% | $5,638-100.0% | $6,400-100.0% |
| Admin fee / account holder | $5,713 | $18,091-68.4% | $14,675-61.1% | $11,427-50.0% |