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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 | $21,411 | $95,917-77.7% | $79,583-73.1% | $134,545-84.1% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -10.89% | -2.70%-8.2pp | 0.16%-11.0pp | 418.37%-429.3pp |
| Employer contribution / active EE | $3,947 | $3,129+26.1% | $2,414+63.5% | $4,742-16.7% |
| Participant deferral / active EE | $0 | $4,694-100.0% | $3,986-100.0% | $6,401-100.0% |
| Admin fee / account holder | $16,077 | $9,132+76.1% | $6,835+135.2% | $11,431+40.6% |