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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 | $30,074 | $92,219-67.4% | $76,767-60.8% | $135,380-77.8% |
| Participation rate | 100.0% | 79.8%+20.2pp | 77.0%+23.0pp | 82.6%+17.4pp |
| Annual return | -5.63% | 5.46%-11.1pp | 2.43%-8.1pp | 519.81%-525.4pp |
| Employer contribution / active EE | $4,444 | $3,216+38.2% | $2,485+78.8% | $4,779-7.0% |
| Participant deferral / active EE | $0 | $4,508-100.0% | $3,852-100.0% | $5,609-100.0% |
| Admin fee / account holder | $10,016 | $10,749-6.8% | $6,675+50.0% | $10,828-7.5% |