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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 | $50,055 | $95,188-47.4% | $76,518-34.6% | $135,380-63.0% |
| Participation rate | 100.0% | 74.4%+25.6pp | 68.0%+32.0pp | 82.6%+17.4pp |
| Annual return | 1.00% | 4.85%-3.8pp | -0.27%+1.3pp | 519.81%-518.8pp |
| Employer contribution / active EE | $25,692 | $3,303+677.9% | $2,647+870.5% | $4,779+437.6% |
| Participant deferral / active EE | $0 | $4,640-100.0% | $3,836-100.0% | $5,609-100.0% |
| Admin fee / account holder | $965 | $6,249-84.6% | $4,849-80.1% | $10,828-91.1% |