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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 | $43,551 | $105,866-58.9% | $90,766-52.0% | $134,545-67.6% |
| Participation rate | 100.0% | 78.3%+21.7pp | 75.7%+24.3pp | 81.2%+18.8pp |
| Annual return | 5.74% | -10.99%+16.7pp | -12.16%+17.9pp | 418.37%-412.6pp |
| Employer contribution / active EE | $3,527 | $3,464+1.8% | $2,922+20.7% | $4,742-25.6% |
| Participant deferral / active EE | $0 | $5,217-100.0% | $4,565-100.0% | $6,401-100.0% |
| Admin fee / account holder | $2,597 | $13,938-81.4% | $8,446-69.2% | $11,431-77.3% |