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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 | $16,439 | $92,743-82.3% | $82,744-80.1% | $134,532-87.8% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | 0.85% | 946.63%-945.8pp | 702.22%-701.4pp | 418.27%-417.4pp |
| Employer contribution / active EE | $2,481 | $3,273-24.2% | $3,008-17.5% | $4,741-47.7% |
| Participant deferral / active EE | $0 | $4,802-100.0% | $4,395-100.0% | $6,401-100.0% |
| Admin fee / account holder | $1,783 | $5,977-70.2% | $5,325-66.5% | $11,429-84.4% |