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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 | $37,089 | $100,811-63.2% | $86,698-57.2% | $134,545-72.4% |
| Participation rate | 100.0% | 79.0%+21.0pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -11.11% | 29.11%-40.2pp | 35.96%-47.1pp | 418.37%-429.5pp |
| Employer contribution / active EE | $2,402 | $3,490-31.2% | $2,837-15.3% | $4,742-49.3% |
| Participant deferral / active EE | $0 | $5,339-100.0% | $4,656-100.0% | $6,401-100.0% |
| Admin fee / account holder | $1,214 | $10,926-88.9% | $7,492-83.8% | $11,431-89.4% |