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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 | $20,390 | $92,219-77.9% | $76,766-73.4% | $135,382-84.9% |
| Participation rate | 77.8% | 79.8%-2.0pp | 77.0%+0.8pp | 82.6%-4.9pp |
| Annual return | -0.20% | 5.46%-5.7pp | 2.43%-2.6pp | 519.77%-520.0pp |
| Employer contribution / active EE | $0 | $3,216-100.0% | $2,485-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $1,424 | $4,508-68.4% | $3,851-63.0% | $5,609-74.6% |
| Admin fee / account holder | $30,017 | $10,749+179.3% | $6,675+349.7% | $10,829+177.2% |