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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 | $32,165 | $77,817-58.7% | $123,553-74.0% | $64,173-49.9% |
| Participation rate | 100.0% | 74.7%+25.3pp | 82.3%+17.7pp | 69.6%+30.4pp |
| Annual return | -6.43% | 12.49%-18.9pp | 119.21%-125.6pp | 7.63%-14.1pp |
| Employer contribution / active EE | $3,632 | $3,014+20.5% | $4,628-21.5% | $2,381+52.5% |
| Participant deferral / active EE | $0 | $5,240-100.0% | $6,426-100.0% | $3,470-100.0% |
| Admin fee / account holder | $1,954 | $5,519-64.6% | $9,284-78.9% | $4,887-60.0% |