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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 | $39,318 | $97,881-59.8% | $80,004-50.9% | $125,389-68.6% |
| Participation rate | 100.0% | 77.9%+22.1pp | 73.0%+27.0pp | 83.2%+16.8pp |
| Annual return | -1.67% | 9.36%-11.0pp | 7.63%-9.3pp | 282.24%-283.9pp |
| Employer contribution / active EE | $10,495 | $3,128+235.6% | $2,473+324.5% | $4,866+115.7% |
| Participant deferral / active EE | $0 | $3,744-100.0% | $3,204-100.0% | $5,352-100.0% |
| Admin fee / account holder | $777 | $6,278-87.6% | $5,033-84.6% | $9,541-91.9% |