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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 | $46,148 | $83,908-45.0% | $68,509-32.6% | $125,388-63.2% |
| Participation rate | 100.0% | 78.2%+21.8pp | 74.7%+25.3pp | 83.2%+16.8pp |
| Annual return | 0.77% | 14.48%-13.7pp | 8.27%-7.5pp | 282.24%-281.5pp |
| Employer contribution / active EE | $0 | $3,031-100.0% | $2,278-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $1,681 | $4,125-59.2% | $3,382-50.3% | $5,352-68.6% |
| Admin fee / account holder | $8,970 | $8,982-0.1% | $5,275+70.1% | $9,541-6.0% |