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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 | $68,032 | $95,917-29.1% | $79,583-14.5% | $134,545-49.4% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | 1.87% | -2.70%+4.6pp | 0.16%+1.7pp | 418.37%-416.5pp |
| Employer contribution / active EE | $2,500 | $3,129-20.1% | $2,414+3.6% | $4,742-47.3% |
| Participant deferral / active EE | $0 | $4,694-100.0% | $3,986-100.0% | $6,401-100.0% |
| Admin fee / account holder | $1,619 | $9,132-82.3% | $6,835-76.3% | $11,431-85.8% |