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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 | $16,981 | $69,518-75.6% | $59,887-71.6% | $135,379-87.5% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.7%+25.3pp | 82.6%+17.4pp |
| Annual return | -5.19% | 7.95%-13.1pp | 3.46%-8.7pp | 519.79%-525.0pp |
| Employer contribution / active EE | $0 | $3,235-100.0% | $2,722-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $1,329 | $4,204-68.4% | $3,402-60.9% | $5,609-76.3% |
| Admin fee / account holder | $7,850 | $5,734+36.9% | $3,591+118.6% | $10,828-27.5% |