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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 | $21,821 | $90,467-75.9% | $93,759-76.7% | $134,532-83.8% |
| Participation rate | 100.0% | 82.0%+18.0pp | 81.0%+19.0pp | 81.2%+18.8pp |
| Annual return | -16.84% | -15.72%-1.1pp | -11.33%-5.5pp | 418.27%-435.1pp |
| Employer contribution / active EE | $10,462 | $4,345+140.8% | $4,324+141.9% | $4,741+120.7% |
| Participant deferral / active EE | $0 | $5,980-100.0% | $6,096-100.0% | $6,401-100.0% |
| Admin fee / account holder | $13,345 | $9,258+44.2% | $7,197+85.4% | $11,429+16.8% |