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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 | $27,567 | $82,678-66.7% | $125,391-78.0% | $68,490-59.8% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -6.49% | -5.97%-0.5pp | 572.41%-578.9pp | -7.85%+1.4pp |
| Employer contribution / active EE | $4,348 | $3,382+28.5% | $4,816-9.7% | $2,597+67.4% |
| Participant deferral / active EE | $0 | $6,111-100.0% | $7,448-100.0% | $4,028-100.0% |
| Admin fee / account holder | $786 | $6,277-87.5% | $10,009-92.1% | $5,403-85.5% |