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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 | $26,127 | $100,772-74.1% | $86,690-69.9% | $134,493-80.6% |
| Participation rate | 100.0% | 78.9%+21.1pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -6.54% | 29.06%-35.6pp | 35.93%-42.5pp | 418.01%-424.6pp |
| Employer contribution / active EE | $4,348 | $3,490+24.6% | $2,837+53.3% | $4,740-8.3% |
| Participant deferral / active EE | $0 | $5,338-100.0% | $4,656-100.0% | $6,400-100.0% |
| Admin fee / account holder | $516 | $10,920-95.3% | $7,490-93.1% | $11,425-95.5% |