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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 | $10,429 | $73,863-85.9% | $143,797-92.7% | $68,490-84.8% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -6.70% | 0.91%-7.6pp | -0.04%-6.7pp | -7.85%+1.2pp |
| Employer contribution / active EE | $642 | $3,185-79.8% | $4,952-87.0% | $2,597-75.3% |
| Participant deferral / active EE | $0 | $3,385-100.0% | $5,638-100.0% | $4,028-100.0% |
| Admin fee / account holder | $3,359 | $5,756-41.7% | $14,679-77.1% | $5,403-37.8% |