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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 | $54,179 | $83,908-35.4% | $68,509-20.9% | $125,389-56.8% |
| Participation rate | 100.0% | 78.2%+21.8pp | 74.7%+25.3pp | 83.2%+16.8pp |
| Annual return | -0.69% | 14.48%-15.2pp | 8.27%-9.0pp | 282.24%-282.9pp |
| Employer contribution / active EE | $3,823 | $3,031+26.1% | $2,278+67.9% | $4,866-21.4% |
| Participant deferral / active EE | $0 | $4,125-100.0% | $3,382-100.0% | $5,352-100.0% |
| Admin fee / account holder | $746 | $8,982-91.7% | $5,275-85.8% | $9,541-92.2% |