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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 | $49,859 | $95,915-48.0% | $79,580-37.3% | $134,532-62.9% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -1.46% | -2.71%+1.3pp | 0.15%-1.6pp | 418.27%-419.7pp |
| Employer contribution / active EE | $3,313 | $3,129+5.9% | $2,413+37.3% | $4,741-30.1% |
| Participant deferral / active EE | $0 | $4,693-100.0% | $3,985-100.0% | $6,401-100.0% |
| Admin fee / account holder | $976 | $9,132-89.3% | $6,835-85.7% | $11,429-91.5% |