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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 | $38,494 | $83,337-53.8% | $67,834-43.3% | $273,972-85.9% |
| Participation rate | 100.0% | 76.4%+23.6pp | 68.8%+31.2pp | 83.0%+17.0pp |
| Annual return | 6.43% | 259.45%-253.0pp | 138.47%-132.0pp | 41.46%-35.0pp |
| Employer contribution / active EE | $2,222 | $3,287-32.4% | $2,403-7.5% | $4,869-54.4% |
| Participant deferral / active EE | $0 | $4,088-100.0% | $3,160-100.0% | $5,287-100.0% |
| Admin fee / account holder | $998 | $6,752-85.2% | $4,622-78.4% | $10,133-90.2% |