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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 | $21,569 | $49,177-56.1% | $79,467-72.9% | $64,173-66.4% |
| Participation rate | 100.0% | 65.0%+35.0pp | 73.3%+26.7pp | 69.6%+30.4pp |
| Annual return | -4.77% | -1.16%-3.6pp | 718.30%-723.1pp | 7.63%-12.4pp |
| Employer contribution / active EE | $7,979 | $2,076+284.3% | $2,800+184.9% | $2,381+235.1% |
| Participant deferral / active EE | $0 | $2,821-100.0% | $3,704-100.0% | $3,470-100.0% |
| Admin fee / account holder | $641 | $3,839-83.3% | $5,104-87.4% | $4,887-86.9% |