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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 | $15,192 | $69,518-78.1% | $59,887-74.6% | $135,379-88.8% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.7%+25.3pp | 82.6%+17.4pp |
| Annual return | -4.31% | 7.95%-12.3pp | 3.46%-7.8pp | 519.79%-524.1pp |
| Employer contribution / active EE | $0 | $3,235-100.0% | $2,722-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $2,340 | $4,204-44.3% | $3,402-31.2% | $5,609-58.3% |
| Admin fee / account holder | $3,208 | $5,734-44.1% | $3,591-10.7% | $10,828-70.4% |