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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 | $44,965 | $69,518-35.3% | $59,887-24.9% | $135,379-66.8% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.7%+25.3pp | 82.6%+17.4pp |
| Annual return | 0.76% | 7.95%-7.2pp | 3.46%-2.7pp | 519.79%-519.0pp |
| Employer contribution / active EE | $5,565 | $3,235+72.0% | $2,722+104.4% | $4,779+16.4% |
| Participant deferral / active EE | $0 | $4,204-100.0% | $3,402-100.0% | $5,609-100.0% |
| Admin fee / account holder | $3,863 | $5,734-32.6% | $3,591+7.6% | $10,828-64.3% |