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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 | $39,379 | $65,082-39.5% | $81,367-51.6% | $59,633-34.0% |
| Participation rate | 82.9% | 76.0%+7.0pp | 82.3%+0.6pp | 68.7%+14.3pp |
| Annual return | -0.23% | 1.16%-1.4pp | -0.92%+0.7pp | 2041.45%-2041.7pp |
| Employer contribution / active EE | $5,329 | $2,934+81.7% | $3,930+35.6% | $2,203+141.9% |
| Participant deferral / active EE | $0 | $4,083-100.0% | $5,383-100.0% | $3,192-100.0% |
| Admin fee / account holder | $3,625 | $7,582-52.2% | $8,926-59.4% | $4,297-15.6% |