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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 | $34,805 | $54,353-36.0% | $82,726-57.9% | $68,498-49.2% |
| Participation rate | 100.0% | 63.9%+36.1pp | 72.6%+27.4pp | 67.9%+32.1pp |
| Annual return | 19.32% | -13.67%+33.0pp | 701.33%-682.0pp | -7.84%+27.2pp |
| Employer contribution / active EE | $772 | $2,218-65.2% | $3,009-74.3% | $2,596-70.2% |
| Participant deferral / active EE | $0 | $3,246-100.0% | $4,394-100.0% | $4,027-100.0% |
| Admin fee / account holder | $2,629 | $4,396-40.2% | $5,328-50.6% | $5,403-51.3% |