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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 | $20,313 | $95,188-78.7% | $76,518-73.5% | $135,380-85.0% |
| Participation rate | 100.0% | 74.4%+25.6pp | 68.0%+32.0pp | 82.6%+17.4pp |
| Annual return | -6.55% | 4.85%-11.4pp | -0.27%-6.3pp | 519.81%-526.4pp |
| Employer contribution / active EE | $1,250 | $3,303-62.2% | $2,647-52.8% | $4,779-73.8% |
| Participant deferral / active EE | $0 | $4,640-100.0% | $3,836-100.0% | $5,609-100.0% |
| Admin fee / account holder | $5,048 | $6,249-19.2% | $4,849+4.1% | $10,828-53.4% |