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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 | $28,326 | $85,790-67.0% | $67,313-57.9% | $135,379-79.1% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | 0.92% | -0.54%+1.5pp | -4.08%+5.0pp | 519.79%-518.9pp |
| Employer contribution / active EE | $5,556 | $3,487+59.3% | $2,566+116.5% | $4,779+16.3% |
| Participant deferral / active EE | $0 | $4,651-100.0% | $3,568-100.0% | $5,609-100.0% |
| Admin fee / account holder | $2,315 | $6,392-63.8% | $4,507-48.6% | $10,828-78.6% |