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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 | $31,925 | $158,827-79.9% | $121,208-73.7% | $135,382-76.4% |
| Participation rate | 100.0% | 79.3%+20.7pp | 71.8%+28.2pp | 82.6%+17.4pp |
| Annual return | 8.32% | -0.64%+9.0pp | 16.93%-8.6pp | 519.77%-511.4pp |
| Employer contribution / active EE | $1,758 | $5,666-69.0% | $4,023-56.3% | $4,779-63.2% |
| Participant deferral / active EE | $0 | $4,006-100.0% | $3,345-100.0% | $5,609-100.0% |
| Admin fee / account holder | $1,467 | $6,514-77.5% | $5,020-70.8% | $10,829-86.5% |