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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 | $42,574 | $142,409-70.1% | $119,634-64.4% | $134,545-68.4% |
| Participation rate | 91.7% | 82.8%+8.8pp | 79.3%+12.4pp | 81.2%+10.4pp |
| Annual return | -0.42% | -12.46%+12.0pp | -14.98%+14.6pp | 418.37%-418.8pp |
| Employer contribution / active EE | $13,125 | $5,224+151.2% | $4,232+210.1% | $4,742+176.8% |
| Participant deferral / active EE | $0 | $6,468-100.0% | $5,601-100.0% | $6,401-100.0% |
| Admin fee / account holder | $3,269 | $13,594-76.0% | $10,329-68.3% | $11,431-71.4% |