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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 | $33,357 | $82,678-59.7% | $125,391-73.4% | $68,490-51.3% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -0.35% | -5.97%+5.6pp | 572.41%-572.8pp | -7.85%+7.5pp |
| Employer contribution / active EE | $720 | $3,382-78.7% | $4,816-85.1% | $2,597-72.3% |
| Participant deferral / active EE | $0 | $6,111-100.0% | $7,448-100.0% | $4,028-100.0% |
| Admin fee / account holder | $3,901 | $6,277-37.9% | $10,009-61.0% | $5,403-27.8% |