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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 | $27,348 | $71,891-62.0% | $86,690-68.5% | $68,498-60.1% |
| Participation rate | 100.0% | 72.2%+27.8pp | 76.6%+23.4pp | 67.9%+32.1pp |
| Annual return | -7.06% | 3.53%-10.6pp | 35.93%-43.0pp | -7.84%+0.8pp |
| Employer contribution / active EE | $4,671 | $2,173+115.0% | $2,837+64.7% | $2,596+79.9% |
| Participant deferral / active EE | $0 | $3,779-100.0% | $4,656-100.0% | $4,027-100.0% |
| Admin fee / account holder | $613 | $6,112-90.0% | $7,490-91.8% | $5,403-88.7% |