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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 | $82,524 | $100,805-18.1% | $86,698-4.8% | $134,532-38.7% |
| Participation rate | 100.0% | 79.0%+21.0pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | 0.47% | 29.09%-28.6pp | 35.95%-35.5pp | 418.27%-417.8pp |
| Employer contribution / active EE | $2,828 | $3,490-19.0% | $2,837-0.3% | $4,741-40.4% |
| Participant deferral / active EE | $0 | $5,339-100.0% | $4,656-100.0% | $6,401-100.0% |
| Admin fee / account holder | $8,749 | $10,925-19.9% | $7,493+16.8% | $11,429-23.5% |