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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 | $36,043 | $211,946-83.0% | $169,452-78.7% | $135,380-73.4% |
| Participation rate | 100.0% | 82.6%+17.4pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -6.47% | 3.26%-9.7pp | 1.83%-8.3pp | 519.81%-526.3pp |
| Employer contribution / active EE | $1,233 | $5,117-75.9% | $4,157-70.3% | $4,779-74.2% |
| Participant deferral / active EE | $0 | $6,075-100.0% | $5,277-100.0% | $5,609-100.0% |
| Admin fee / account holder | $1,109 | $11,472-90.3% | $9,110-87.8% | $10,828-89.8% |