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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 | $35,685 | $49,177-27.4% | $79,467-55.1% | $64,173-44.4% |
| Participation rate | 100.0% | 65.0%+35.0pp | 73.3%+26.7pp | 69.6%+30.4pp |
| Annual return | -2.53% | -1.16%-1.4pp | 718.30%-720.8pp | 7.63%-10.2pp |
| Employer contribution / active EE | $5,814 | $2,076+180.0% | $2,800+107.6% | $2,381+144.2% |
| Participant deferral / active EE | $0 | $2,821-100.0% | $3,704-100.0% | $3,470-100.0% |
| Admin fee / account holder | $1,085 | $3,839-71.7% | $5,104-78.7% | $4,887-77.8% |