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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 | $28,823 | $142,409-79.8% | $119,634-75.9% | $134,545-78.6% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -5.54% | -12.46%+6.9pp | -14.98%+9.4pp | 418.37%-423.9pp |
| Employer contribution / active EE | $2,318 | $5,224-55.6% | $4,232-45.2% | $4,742-51.1% |
| Participant deferral / active EE | $0 | $6,468-100.0% | $5,601-100.0% | $6,401-100.0% |
| Admin fee / account holder | $9,408 | $13,594-30.8% | $10,329-8.9% | $11,431-17.7% |