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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 | $55,882 | $57,352-2.6% | $83,831-33.3% | $64,173-12.9% |
| Participation rate | 100.0% | 68.6%+31.4pp | 76.1%+23.9pp | 69.6%+30.4pp |
| Annual return | -1.93% | 11.38%-13.3pp | 850.99%-852.9pp | 7.63%-9.6pp |
| Employer contribution / active EE | $6,391 | $2,546+151.1% | $3,631+76.0% | $2,381+168.5% |
| Participant deferral / active EE | $0 | $2,993-100.0% | $4,082-100.0% | $3,470-100.0% |
| Admin fee / account holder | $3,249 | $4,046-19.7% | $5,479-40.7% | $4,887-33.5% |