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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 | $160,124 | $42,909+273.2% | $60,906+162.9% | $68,486+133.8% |
| Participation rate | 100.0% | 66.8%+33.2pp | 73.1%+26.9pp | 67.9%+32.1pp |
| Annual return | -17.20% | -13.99%-3.2pp | 16.94%-34.1pp | -7.85%-9.3pp |
| Employer contribution / active EE | $0 | $1,979-100.0% | $2,703-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $15,901 | $2,866+454.8% | $3,814+316.9% | $4,028+294.8% |
| Admin fee / account holder | $7,224 | $3,104+132.7% | $3,227+123.9% | $5,404+33.7% |