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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 | $39,695 | $107,809-63.2% | $90,657-56.2% | $135,380-70.7% |
| Participation rate | 100.0% | 78.0%+22.0pp | 74.0%+26.0pp | 82.6%+17.4pp |
| Annual return | -5.35% | -0.90%-4.5pp | 1.89%-7.2pp | 519.81%-525.2pp |
| Employer contribution / active EE | $2,500 | $3,018-17.2% | $2,532-1.3% | $4,779-47.7% |
| Participant deferral / active EE | $0 | $3,872-100.0% | $3,424-100.0% | $5,609-100.0% |
| Admin fee / account holder | $855 | $5,931-85.6% | $4,994-82.9% | $10,828-92.1% |