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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 | $40,568 | $72,177-43.8% | $115,038-64.7% | $59,633-32.0% |
| Participation rate | 100.0% | 72.6%+27.4pp | 81.4%+18.6pp | 68.7%+31.3pp |
| Annual return | 0.78% | 12.02%-11.2pp | 26.14%-25.4pp | 2041.45%-2040.7pp |
| Employer contribution / active EE | $5,588 | $2,841+96.7% | $4,608+21.3% | $2,203+153.7% |
| Participant deferral / active EE | $0 | $4,783-100.0% | $6,026-100.0% | $3,192-100.0% |
| Admin fee / account holder | $435 | $4,927-91.2% | $8,175-94.7% | $4,297-89.9% |