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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 | $28,355 | $97,881-71.0% | $80,004-64.6% | $125,389-77.4% |
| Participation rate | 100.0% | 77.9%+22.1pp | 73.0%+27.0pp | 83.2%+16.8pp |
| Annual return | 1.57% | 9.36%-7.8pp | 7.63%-6.1pp | 282.24%-280.7pp |
| Employer contribution / active EE | $1,818 | $3,128-41.9% | $2,473-26.5% | $4,866-62.6% |
| Participant deferral / active EE | $0 | $3,744-100.0% | $3,204-100.0% | $5,352-100.0% |
| Admin fee / account holder | $1,370 | $6,278-78.2% | $5,033-72.8% | $9,541-85.6% |