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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 | $17,896 | $158,852-88.7% | $121,220-85.2% | $135,380-86.8% |
| Participation rate | 100.0% | 79.3%+20.7pp | 71.8%+28.2pp | 82.6%+17.4pp |
| Annual return | -7.62% | -0.64%-7.0pp | 16.94%-24.6pp | 519.81%-527.4pp |
| Employer contribution / active EE | $0 | $5,666-100.0% | $4,023-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $3,132 | $4,006-21.8% | $3,345-6.4% | $5,609-44.2% |
| Admin fee / account holder | $3,632 | $6,515-44.3% | $5,021-27.7% | $10,828-66.5% |