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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 | $32,461 | $69,518-53.3% | $59,883-45.8% | $135,377-76.0% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.7%+25.3pp | 82.6%+17.4pp |
| Annual return | -3.59% | 7.95%-11.5pp | 3.46%-7.0pp | 519.75%-523.3pp |
| Employer contribution / active EE | $0 | $3,235-100.0% | $2,722-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $7,481 | $4,204+77.9% | $3,402+119.9% | $5,609+33.4% |
| Admin fee / account holder | $986 | $5,734-82.8% | $3,591-72.5% | $10,828-90.9% |