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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 | $11,640 | $69,541-83.3% | $59,899-80.6% | $135,380-91.4% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.7%+25.3pp | 82.6%+17.4pp |
| Annual return | -4.26% | 7.95%-12.2pp | 3.46%-7.7pp | 519.81%-524.1pp |
| Employer contribution / active EE | $2,640 | $3,236-18.4% | $2,723-3.0% | $4,779-44.8% |
| Participant deferral / active EE | $0 | $4,206-100.0% | $3,402-100.0% | $5,609-100.0% |
| Admin fee / account holder | $2,993 | $5,737-47.8% | $3,592-16.7% | $10,828-72.4% |