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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 | $16,119 | $90,607-82.2% | $79,467-79.7% | $135,380-88.1% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -1.10% | 977.74%-978.8pp | 718.30%-719.4pp | 519.81%-520.9pp |
| Employer contribution / active EE | $1,198 | $3,068-60.9% | $2,800-57.2% | $4,779-74.9% |
| Participant deferral / active EE | $3,016 | $4,050-25.5% | $3,704-18.6% | $5,609-46.2% |
| Admin fee / account holder | $1,631 | $5,895-72.3% | $5,104-68.1% | $10,828-84.9% |