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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 | $60,303 | $85,790-29.7% | $67,313-10.4% | $135,380-55.5% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | -0.00% | -0.54%+0.5pp | -4.08%+4.1pp | 519.81%-519.8pp |
| Employer contribution / active EE | $3,481 | $3,487-0.2% | $2,566+35.7% | $4,779-27.2% |
| Participant deferral / active EE | $8,120 | $4,651+74.6% | $3,568+127.6% | $5,609+44.8% |
| Admin fee / account holder | $3,094 | $6,392-51.6% | $4,507-31.3% | $10,828-71.4% |