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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 | $29,123 | $78,694-63.0% | $67,652-57.0% | $125,389-76.8% |
| Participation rate | 100.0% | 78.8%+21.2pp | 75.7%+24.3pp | 83.2%+16.8pp |
| Annual return | -1.53% | 9.46%-11.0pp | 6625.40%-6626.9pp | 282.24%-283.8pp |
| Employer contribution / active EE | $3,306 | $3,044+8.6% | $2,266+45.9% | $4,866-32.1% |
| Participant deferral / active EE | $0 | $4,292-100.0% | $3,560-100.0% | $5,352-100.0% |
| Admin fee / account holder | $16,784 | $7,403+126.7% | $4,821+248.2% | $9,541+75.9% |