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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 | $41,437 | $92,219-55.1% | $76,767-46.0% | $135,380-69.4% |
| Participation rate | 100.0% | 79.8%+20.2pp | 77.0%+23.0pp | 82.6%+17.4pp |
| Annual return | -2.69% | 5.46%-8.2pp | 2.43%-5.1pp | 519.81%-522.5pp |
| Employer contribution / active EE | $5,625 | $3,216+74.9% | $2,485+126.3% | $4,779+17.7% |
| Participant deferral / active EE | $0 | $4,508-100.0% | $3,852-100.0% | $5,609-100.0% |
| Admin fee / account holder | $4,027 | $10,749-62.5% | $6,675-39.7% | $10,828-62.8% |