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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 | $28,362 | $84,518-66.4% | $67,704-58.1% | $125,389-77.4% |
| Participation rate | 100.0% | 74.8%+25.2pp | 67.5%+32.5pp | 83.2%+16.8pp |
| Annual return | 0.25% | 2.57%-2.3pp | 25.41%-25.2pp | 282.24%-282.0pp |
| Employer contribution / active EE | $2,242 | $3,292-31.9% | $2,559-12.4% | $4,866-53.9% |
| Participant deferral / active EE | $0 | $4,430-100.0% | $3,585-100.0% | $5,352-100.0% |
| Admin fee / account holder | $6,443 | $5,340+20.6% | $4,255+51.4% | $9,541-32.5% |