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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 | $7,109 | $30,732-76.9% | $59,496-88.1% | $59,633-88.1% |
| Participation rate | 100.0% | 43.2%+56.8pp | 54.6%+45.4pp | 68.7%+31.3pp |
| Annual return | -0.73% | 4.47%-5.2pp | 182.05%-182.8pp | 2041.45%-2042.2pp |
| Employer contribution / active EE | $339 | $631-46.2% | $1,153-70.6% | $2,203-84.6% |
| Participant deferral / active EE | $0 | $1,183-100.0% | $1,829-100.0% | $3,192-100.0% |
| Admin fee / account holder | $327 | $2,136-84.7% | $2,232-85.4% | $4,297-92.4% |