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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 | $27,931 | $86,701-67.8% | $73,309-61.9% | $125,388-77.7% |
| Participation rate | 95.7% | 78.6%+17.0pp | 74.9%+20.7pp | 83.2%+12.5pp |
| Annual return | -0.27% | 2.78%-3.1pp | 5.67%-5.9pp | 282.24%-282.5pp |
| Employer contribution / active EE | $2,237 | $4,152-46.1% | $3,237-30.9% | $4,866-54.0% |
| Participant deferral / active EE | $0 | $5,549-100.0% | $4,991-100.0% | $5,352-100.0% |
| Admin fee / account holder | $4,565 | $7,768-41.2% | $5,635-19.0% | $9,541-52.2% |