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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 | $28,215 | $83,908-66.4% | $68,509-58.8% | $125,389-77.5% |
| Participation rate | 100.0% | 78.2%+21.8pp | 74.7%+25.3pp | 83.2%+16.8pp |
| Annual return | 3.69% | 14.48%-10.8pp | 8.27%-4.6pp | 282.24%-278.6pp |
| Employer contribution / active EE | $1,628 | $3,031-46.3% | $2,278-28.5% | $4,866-66.5% |
| Participant deferral / active EE | $0 | $4,125-100.0% | $3,382-100.0% | $5,352-100.0% |
| Admin fee / account holder | $598 | $8,982-93.3% | $5,275-88.7% | $9,541-93.7% |