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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 | $51,380 | $82,678-37.9% | $125,391-59.0% | $68,490-25.0% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | 1.21% | -5.97%+7.2pp | 572.41%-571.2pp | -7.85%+9.1pp |
| Employer contribution / active EE | $2,120 | $3,382-37.3% | $4,816-56.0% | $2,597-18.4% |
| Participant deferral / active EE | $0 | $6,111-100.0% | $7,448-100.0% | $4,028-100.0% |
| Admin fee / account holder | $728 | $6,277-88.4% | $10,009-92.7% | $5,403-86.5% |