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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 | $53,114 | $110,083-51.8% | $151,645-65.0% | $68,490-22.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 87.5%+12.5pp | 67.9%+32.1pp |
| Annual return | -3.35% | -10.12%+6.8pp | 3.34%-6.7pp | -7.85%+4.5pp |
| Employer contribution / active EE | $22,287 | $4,470+398.6% | $6,165+261.5% | $2,597+758.3% |
| Participant deferral / active EE | $0 | $6,526-100.0% | $8,363-100.0% | $4,028-100.0% |
| Admin fee / account holder | $406 | $7,718-94.7% | $11,614-96.5% | $5,403-92.5% |