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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 | $31,192 | $87,546-64.4% | $75,784-58.8% | $125,389-75.1% |
| Participation rate | 100.0% | 80.2%+19.8pp | 75.8%+24.2pp | 83.2%+16.8pp |
| Annual return | 0.83% | 13.49%-12.7pp | 9.68%-8.9pp | 282.24%-281.4pp |
| Employer contribution / active EE | $3,202 | $3,930-18.5% | $3,323-3.7% | $4,866-34.2% |
| Participant deferral / active EE | $0 | $4,230-100.0% | $3,652-100.0% | $5,352-100.0% |
| Admin fee / account holder | $27,069 | $6,503+316.3% | $5,300+410.8% | $9,541+183.7% |