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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 | $24,287 | $59,107-58.9% | $86,439-71.9% | $68,495-64.5% |
| Participation rate | 100.0% | 75.2%+24.8pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -8.38% | -0.23%-8.1pp | 4395.55%-4403.9pp | -7.84%-0.5pp |
| Employer contribution / active EE | $2,129 | $2,519-15.5% | $3,769-43.5% | $2,596-18.0% |
| Participant deferral / active EE | $0 | $5,901-100.0% | $6,952-100.0% | $4,028-100.0% |
| Admin fee / account holder | $1,078 | $5,637-80.9% | $6,732-84.0% | $5,403-80.1% |