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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 | $22,985 | $85,790-73.2% | $67,313-65.9% | $135,380-83.0% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | 0.36% | -0.54%+0.9pp | -4.08%+4.4pp | 519.81%-519.4pp |
| Employer contribution / active EE | $2,978 | $3,487-14.6% | $2,566+16.1% | $4,779-37.7% |
| Participant deferral / active EE | $0 | $4,651-100.0% | $3,568-100.0% | $5,609-100.0% |
| Admin fee / account holder | $681 | $6,392-89.3% | $4,507-84.9% | $10,828-93.7% |