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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 | $31,624 | $87,705-63.9% | $63,517-50.2% | $125,393-74.8% |
| Participation rate | 100.0% | 77.0%+23.0pp | 71.0%+29.0pp | 83.2%+16.8pp |
| Annual return | -0.51% | 21.70%-22.2pp | -70.30%+69.8pp | 282.23%-282.7pp |
| Employer contribution / active EE | $2,279 | $3,601-36.7% | $2,322-1.9% | $4,866-53.2% |
| Participant deferral / active EE | $0 | $3,939-100.0% | $2,953-100.0% | $5,351-100.0% |
| Admin fee / account holder | $23,481 | $11,948+96.5% | $5,892+298.5% | $9,541+146.1% |