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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 | $30,310 | $131,835-77.0% | $108,582-72.1% | $273,972-88.9% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.6%+20.4pp | 83.0%+17.0pp |
| Annual return | 5.81% | -91.57%+97.4pp | -51.70%+57.5pp | 41.46%-35.6pp |
| Employer contribution / active EE | $1,429 | $4,913-70.9% | $3,758-62.0% | $4,869-70.7% |
| Participant deferral / active EE | $0 | $5,127-100.0% | $4,311-100.0% | $5,287-100.0% |
| Admin fee / account holder | $738 | $10,253-92.8% | $7,645-90.3% | $10,133-92.7% |