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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 | $22,968 | $211,946-89.2% | $169,452-86.4% | $135,379-83.0% |
| Participation rate | 75.0% | 82.6%-7.6pp | 77.8%-2.8pp | 82.6%-7.6pp |
| Annual return | -6.56% | 3.26%-9.8pp | 1.83%-8.4pp | 519.79%-526.4pp |
| Employer contribution / active EE | $0 | $5,117-100.0% | $4,157-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $3,800 | $6,075-37.5% | $5,277-28.0% | $5,609-32.3% |
| Admin fee / account holder | $374 | $11,472-96.7% | $9,110-95.9% | $10,828-96.5% |