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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 | $26,352 | $158,852-83.4% | $121,220-78.3% | $135,379-80.5% |
| Participation rate | 100.0% | 79.3%+20.7pp | 71.8%+28.2pp | 82.6%+17.4pp |
| Annual return | -1.76% | -0.64%-1.1pp | 16.94%-18.7pp | 519.79%-521.6pp |
| Employer contribution / active EE | $535 | $5,666-90.6% | $4,023-86.7% | $4,779-88.8% |
| Participant deferral / active EE | $500 | $4,006-87.5% | $3,345-85.0% | $5,609-91.1% |
| Admin fee / account holder | $3,972 | $6,515-39.0% | $5,021-20.9% | $10,828-63.3% |