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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 | $37,248 | $92,219-59.6% | $76,767-51.5% | $135,380-72.5% |
| Participation rate | 100.0% | 79.8%+20.2pp | 77.0%+23.0pp | 82.6%+17.4pp |
| Annual return | -5.98% | 5.46%-11.4pp | 2.43%-8.4pp | 519.81%-525.8pp |
| Employer contribution / active EE | $2,778 | $3,216-13.6% | $2,485+11.8% | $4,779-41.9% |
| Participant deferral / active EE | $0 | $4,508-100.0% | $3,852-100.0% | $5,609-100.0% |
| Admin fee / account holder | $8,898 | $10,749-17.2% | $6,675+33.3% | $10,828-17.8% |