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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 | $29,803 | $105,861-71.8% | $90,756-67.2% | $134,509-77.8% |
| Participation rate | 100.0% | 78.2%+21.8pp | 75.7%+24.3pp | 81.2%+18.8pp |
| Annual return | -12.48% | -10.99%-1.5pp | -12.16%-0.3pp | 418.13%-430.6pp |
| Employer contribution / active EE | $1,448 | $3,463-58.2% | $2,922-50.4% | $4,741-69.5% |
| Participant deferral / active EE | $0 | $5,217-100.0% | $4,565-100.0% | $6,400-100.0% |
| Admin fee / account holder | $490 | $13,938-96.5% | $8,445-94.2% | $11,427-95.7% |