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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 | $26,542 | $158,852-83.3% | $121,220-78.1% | $135,380-80.4% |
| Participation rate | 100.0% | 79.3%+20.7pp | 71.8%+28.2pp | 82.6%+17.4pp |
| Annual return | -0.69% | -0.64%0pp | 16.94%-17.6pp | 519.81%-520.5pp |
| Employer contribution / active EE | $9,441 | $5,666+66.6% | $4,023+134.7% | $4,779+97.5% |
| Participant deferral / active EE | $7,764 | $4,006+93.8% | $3,345+132.1% | $5,609+38.4% |
| Admin fee / account holder | $32,277 | $6,515+395.5% | $5,021+542.9% | $10,828+198.1% |