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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 | $48,250 | $158,852-69.6% | $121,220-60.2% | $135,379-64.4% |
| Participation rate | 100.0% | 79.3%+20.7pp | 71.8%+28.2pp | 82.6%+17.4pp |
| Annual return | -2.42% | -0.64%-1.8pp | 16.94%-19.4pp | 519.79%-522.2pp |
| Employer contribution / active EE | $0 | $5,666-100.0% | $4,023-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $6,974 | $4,006+74.1% | $3,345+108.5% | $5,609+24.3% |
| Admin fee / account holder | $1,101 | $6,515-83.1% | $5,021-78.1% | $10,828-89.8% |