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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 | $18,917 | $95,188-80.1% | $76,518-75.3% | $135,379-86.0% |
| Participation rate | 100.0% | 74.4%+25.6pp | 68.0%+32.0pp | 82.6%+17.4pp |
| Annual return | -8.41% | 4.85%-13.3pp | -0.27%-8.1pp | 519.79%-528.2pp |
| Employer contribution / active EE | $4,597 | $3,303+39.2% | $2,647+73.7% | $4,779-3.8% |
| Participant deferral / active EE | $0 | $4,640-100.0% | $3,836-100.0% | $5,609-100.0% |
| Admin fee / account holder | $3,743 | $6,249-40.1% | $4,849-22.8% | $10,828-65.4% |