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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 | $19,127 | $87,546-78.2% | $75,784-74.8% | $125,389-84.7% |
| Participation rate | 0.0% | 80.2%-80.2pp | 75.8%-75.8pp | 83.2%-83.2pp |
| Annual return | -0.27% | 13.49%-13.8pp | 9.68%-9.9pp | 282.24%-282.5pp |
| Employer contribution / active EE | $0 | $3,930-100.0% | $3,323-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $0 | $4,230-100.0% | $3,652-100.0% | $5,352-100.0% |
| Admin fee / account holder | $343 | $6,503-94.7% | $5,300-93.5% | $9,541-96.4% |