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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 | $17,973 | $100,805-82.2% | $86,698-79.3% | $134,532-86.6% |
| Participation rate | 100.0% | 79.0%+21.0pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -16.87% | 29.09%-46.0pp | 35.95%-52.8pp | 418.27%-435.1pp |
| Employer contribution / active EE | $827 | $3,490-76.3% | $2,837-70.8% | $4,741-82.6% |
| Participant deferral / active EE | $0 | $5,339-100.0% | $4,656-100.0% | $6,401-100.0% |
| Admin fee / account holder | $787 | $10,925-92.8% | $7,493-89.5% | $11,429-93.1% |