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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 | $53,333 | $59,819-10.8% | $79,583-33.0% | $68,490-22.1% |
| Participation rate | 100.0% | 61.1%+38.9pp | 69.5%+30.5pp | 67.9%+32.1pp |
| Annual return | -6.67% | -12.30%+5.6pp | 0.16%-6.8pp | -7.85%+1.2pp |
| Employer contribution / active EE | $10,727 | $1,505+612.6% | $2,414+344.4% | $2,597+313.1% |
| Participant deferral / active EE | $0 | $3,025-100.0% | $3,986-100.0% | $4,028-100.0% |
| Admin fee / account holder | $2,050 | $4,835-57.6% | $6,835-70.0% | $5,403-62.1% |