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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 | $20,297 | $57,045-64.4% | $387,043-94.8% | $57,045-64.4% |
| Participation rate | 100.0% | 80.5%+19.5pp | 100.0%0pp | 80.5%+19.5pp |
| Annual return | 5.38% | -16.56%+21.9pp | 6.62%-1.2pp | -16.56%+21.9pp |
| Employer contribution / active EE | $1,901 | $2,813-32.4% | $12,025-84.2% | $2,813-32.4% |
| Participant deferral / active EE | $0 | $3,514-100.0% | $11,800-100.0% | $3,514-100.0% |
| Admin fee / account holder | $1,931 | $1,022+89.0% | $3,038-36.4% | $1,022+89.0% |