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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 | $23,107 | $127,100-81.8% | $105,738-78.1% | $135,379-82.9% |
| Participation rate | 100.0% | 82.7%+17.3pp | 76.3%+23.7pp | 82.6%+17.4pp |
| Annual return | -5.35% | 4.49%-9.8pp | 6.27%-11.6pp | 519.79%-525.1pp |
| Employer contribution / active EE | $2,380 | $4,107-42.1% | $3,268-27.2% | $4,779-50.2% |
| Participant deferral / active EE | $0 | $5,064-100.0% | $4,080-100.0% | $5,609-100.0% |
| Admin fee / account holder | $409 | $9,087-95.5% | $6,913-94.1% | $10,828-96.2% |