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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 | $11,816 | $49,177-76.0% | $79,466-85.1% | $64,173-81.6% |
| Participation rate | 100.0% | 65.0%+35.0pp | 73.3%+26.7pp | 69.6%+30.4pp |
| Annual return | -2.47% | -1.16%-1.3pp | 718.28%-720.7pp | 7.63%-10.1pp |
| Employer contribution / active EE | $833 | $2,076-59.9% | $2,800-70.2% | $2,381-65.0% |
| Participant deferral / active EE | $0 | $2,821-100.0% | $3,704-100.0% | $3,470-100.0% |
| Admin fee / account holder | $951 | $3,839-75.2% | $5,104-81.4% | $4,887-80.5% |