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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 | $127,279 | $167,352-23.9% | $143,788-11.5% | $134,509-5.4% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -17.74% | 0.47%-18.2pp | -0.03%-17.7pp | 418.13%-435.9pp |
| Employer contribution / active EE | $0 | $5,620-100.0% | $4,952-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $3,727 | $6,447-42.2% | $5,638-33.9% | $6,400-41.8% |
| Admin fee / account holder | $967 | $18,091-94.7% | $14,675-93.4% | $11,427-91.5% |