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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 | $48,268 | $97,020-50.2% | $83,322-42.1% | $135,379-64.3% |
| Participation rate | 100.0% | 80.4%+19.6pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -0.88% | 12.31%-13.2pp | 10.64%-11.5pp | 519.79%-520.7pp |
| Employer contribution / active EE | $1,429 | $4,144-65.5% | $3,379-57.7% | $4,779-70.1% |
| Participant deferral / active EE | $0 | $5,964-100.0% | $5,565-100.0% | $5,609-100.0% |
| Admin fee / account holder | $774 | $8,426-90.8% | $7,540-89.7% | $10,828-92.9% |