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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 | $22,726 | $127,096-82.1% | $105,736-78.5% | $135,380-83.2% |
| Participation rate | 100.0% | 82.7%+17.3pp | 76.3%+23.7pp | 82.6%+17.4pp |
| Annual return | -3.55% | 4.49%-8.0pp | 6.27%-9.8pp | 519.81%-523.4pp |
| Employer contribution / active EE | $1,905 | $4,107-53.6% | $3,268-41.7% | $4,779-60.1% |
| Participant deferral / active EE | $0 | $5,064-100.0% | $4,080-100.0% | $5,609-100.0% |
| Admin fee / account holder | $439 | $9,087-95.2% | $6,913-93.7% | $10,828-95.9% |