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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 | $48,896 | $69,541-29.7% | $59,899-18.4% | $135,380-63.9% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.7%+25.3pp | 82.6%+17.4pp |
| Annual return | -5.99% | 7.95%-13.9pp | 3.46%-9.5pp | 519.81%-525.8pp |
| Employer contribution / active EE | $5,000 | $3,236+54.5% | $2,723+83.6% | $4,779+4.6% |
| Participant deferral / active EE | $0 | $4,206-100.0% | $3,402-100.0% | $5,609-100.0% |
| Admin fee / account holder | $852 | $5,737-85.1% | $3,592-76.3% | $10,828-92.1% |