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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 | $22,622 | $95,895-76.4% | $79,576-71.6% | $134,509-83.2% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -13.30% | -2.72%-10.6pp | 0.15%-13.4pp | 418.13%-431.4pp |
| Employer contribution / active EE | $611 | $3,128-80.5% | $2,413-74.7% | $4,741-87.1% |
| Participant deferral / active EE | $0 | $4,693-100.0% | $3,985-100.0% | $6,400-100.0% |
| Admin fee / account holder | $782 | $9,129-91.4% | $6,834-88.6% | $11,427-93.2% |