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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 | $28,348 | $86,701-67.3% | $73,309-61.3% | $125,389-77.4% |
| Participation rate | 100.0% | 78.6%+21.4pp | 74.9%+25.1pp | 83.2%+16.8pp |
| Annual return | 0.58% | 2.78%-2.2pp | 5.67%-5.1pp | 282.24%-281.7pp |
| Employer contribution / active EE | $12,714 | $4,152+206.2% | $3,237+292.7% | $4,866+161.3% |
| Participant deferral / active EE | $0 | $5,549-100.0% | $4,991-100.0% | $5,352-100.0% |
| Admin fee / account holder | $2,418 | $7,768-68.9% | $5,635-57.1% | $9,541-74.7% |