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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 | $19,728 | $95,915-79.4% | $79,580-75.2% | $134,532-85.3% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -8.35% | -2.71%-5.6pp | 0.15%-8.5pp | 418.27%-426.6pp |
| Employer contribution / active EE | $3,660 | $3,129+17.0% | $2,413+51.7% | $4,741-22.8% |
| Participant deferral / active EE | $0 | $4,693-100.0% | $3,985-100.0% | $6,401-100.0% |
| Admin fee / account holder | $9,404 | $9,132+3.0% | $6,835+37.6% | $11,429-17.7% |