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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 | $57,478 | $76,401-24.8% | $106,387-46.0% | $64,173-10.4% |
| Participation rate | 100.0% | 73.5%+26.5pp | 77.5%+22.5pp | 69.6%+30.4pp |
| Annual return | -2.15% | -2.19%0pp | 0.25%-2.4pp | 7.63%-9.8pp |
| Employer contribution / active EE | $1,507 | $2,680-43.8% | $3,520-57.2% | $2,381-36.7% |
| Participant deferral / active EE | $0 | $4,274-100.0% | $5,421-100.0% | $3,470-100.0% |
| Admin fee / account holder | $25,057 | $4,610+443.5% | $7,510+233.7% | $4,887+412.7% |