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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 | $30,520 | $95,917-68.2% | $79,583-61.6% | $134,545-77.3% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -12.56% | -2.70%-9.9pp | 0.16%-12.7pp | 418.37%-430.9pp |
| Employer contribution / active EE | $3,333 | $3,129+6.5% | $2,414+38.1% | $4,742-29.7% |
| Participant deferral / active EE | $0 | $4,694-100.0% | $3,986-100.0% | $6,401-100.0% |
| Admin fee / account holder | $337 | $9,132-96.3% | $6,835-95.1% | $11,431-97.1% |