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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 | $23,635 | $92,219-74.4% | $76,767-69.2% | $135,380-82.5% |
| Participation rate | 100.0% | 79.8%+20.2pp | 77.0%+23.0pp | 82.6%+17.4pp |
| Annual return | -6.87% | 5.46%-12.3pp | 2.43%-9.3pp | 519.81%-526.7pp |
| Employer contribution / active EE | $0 | $3,216-100.0% | $2,485-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $3,733 | $4,508-17.2% | $3,852-3.1% | $5,609-33.4% |
| Admin fee / account holder | $434 | $10,749-96.0% | $6,675-93.5% | $10,828-96.0% |