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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 | $33,407 | $95,915-65.2% | $79,580-58.0% | $134,532-75.2% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -3.03% | -2.71%-0.3pp | 0.15%-3.2pp | 418.27%-421.3pp |
| Employer contribution / active EE | $2,143 | $3,129-31.5% | $2,413-11.2% | $4,741-54.8% |
| Participant deferral / active EE | $0 | $4,693-100.0% | $3,985-100.0% | $6,401-100.0% |
| Admin fee / account holder | $7,998 | $9,132-12.4% | $6,835+17.0% | $11,429-30.0% |