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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 | $35,562 | $57,350-38.0% | $83,850-57.6% | $64,181-44.6% |
| Participation rate | 100.0% | 68.6%+31.4pp | 76.1%+23.9pp | 69.6%+30.4pp |
| Annual return | -6.24% | 11.38%-17.6pp | 850.92%-857.2pp | 7.63%-13.9pp |
| Employer contribution / active EE | $1,667 | $2,545-34.5% | $3,631-54.1% | $2,381-30.0% |
| Participant deferral / active EE | $0 | $2,993-100.0% | $4,082-100.0% | $3,470-100.0% |
| Admin fee / account holder | $687 | $4,046-83.0% | $5,478-87.5% | $4,887-85.9% |