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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 | $30,472 | $82,678-63.1% | $125,391-75.7% | $68,490-55.5% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -6.35% | -5.97%-0.4pp | 572.41%-578.8pp | -7.85%+1.5pp |
| Employer contribution / active EE | $2,226 | $3,382-34.2% | $4,816-53.8% | $2,597-14.3% |
| Participant deferral / active EE | $0 | $6,111-100.0% | $7,448-100.0% | $4,028-100.0% |
| Admin fee / account holder | $918 | $6,277-85.4% | $10,009-90.8% | $5,403-83.0% |