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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 | $53,281 | $100,805-47.1% | $86,698-38.5% | $134,532-60.4% |
| Participation rate | 100.0% | 79.0%+21.0pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -20.00% | 29.09%-49.1pp | 35.95%-55.9pp | 418.27%-438.3pp |
| Employer contribution / active EE | $1,818 | $3,490-47.9% | $2,837-35.9% | $4,741-61.7% |
| Participant deferral / active EE | $0 | $5,339-100.0% | $4,656-100.0% | $6,401-100.0% |
| Admin fee / account holder | $577 | $10,925-94.7% | $7,493-92.3% | $11,429-94.9% |