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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 | $25,382 | $49,280-48.5% | $67,313-62.3% | $64,173-60.4% |
| Participation rate | 100.0% | 60.8%+39.2pp | 69.1%+30.9pp | 69.6%+30.4pp |
| Annual return | -7.24% | -1.39%-5.9pp | -4.08%-3.2pp | 7.63%-14.9pp |
| Employer contribution / active EE | $8,147 | $1,668+388.3% | $2,566+217.5% | $2,381+242.2% |
| Participant deferral / active EE | $0 | $2,484-100.0% | $3,568-100.0% | $3,470-100.0% |
| Admin fee / account holder | $7,740 | $3,863+100.4% | $4,507+71.7% | $4,887+58.4% |