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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 | $64,539 | $112,300-42.5% | $90,223-28.5% | $125,389-48.5% |
| Participation rate | 100.0% | 82.9%+17.1pp | 79.0%+21.0pp | 83.2%+16.8pp |
| Annual return | 0.83% | -0.57%+1.4pp | 1.31%-0.5pp | 282.24%-281.4pp |
| Employer contribution / active EE | $1,884 | $5,181-63.6% | $4,378-57.0% | $4,866-61.3% |
| Participant deferral / active EE | $0 | $6,733-100.0% | $5,792-100.0% | $5,352-100.0% |
| Admin fee / account holder | $7,047 | $10,990-35.9% | $7,406-4.8% | $9,541-26.1% |