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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 | $27,107 | $167,352-83.8% | $143,788-81.1% | $134,509-79.8% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -2.23% | 0.47%-2.7pp | -0.03%-2.2pp | 418.13%-420.4pp |
| Employer contribution / active EE | $2,103 | $5,620-62.6% | $4,952-57.5% | $4,741-55.6% |
| Participant deferral / active EE | $0 | $6,447-100.0% | $5,638-100.0% | $6,400-100.0% |
| Admin fee / account holder | $1,006 | $18,091-94.4% | $14,675-93.1% | $11,427-91.2% |