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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 | $22,218 | $64,311-65.5% | $57,356-61.3% | $125,389-82.3% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 83.2%+16.8pp |
| Annual return | -0.93% | 25.14%-26.1pp | 24.41%-25.3pp | 282.24%-283.2pp |
| Employer contribution / active EE | $308 | $3,193-90.3% | $2,689-88.5% | $4,866-93.7% |
| Participant deferral / active EE | $1,004 | $3,846-73.9% | $3,162-68.2% | $5,352-81.2% |
| Admin fee / account holder | $3,035 | $5,243-42.1% | $3,357-9.6% | $9,541-68.2% |