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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 | $39,665 | $90,590-56.2% | $90,782-56.3% | $135,380-70.7% |
| Participation rate | 100.0% | 83.7%+16.3pp | 82.7%+17.3pp | 82.6%+17.4pp |
| Annual return | 2.27% | -3.40%+5.7pp | -3.42%+5.7pp | 519.81%-517.5pp |
| Employer contribution / active EE | $1,667 | $4,352-61.7% | $4,105-59.4% | $4,779-65.1% |
| Participant deferral / active EE | $0 | $5,407-100.0% | $5,366-100.0% | $5,609-100.0% |
| Admin fee / account holder | $5,861 | $7,683-23.7% | $5,908-0.8% | $10,828-45.9% |