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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 | $37,777 | $59,332-36.3% | $90,223-58.1% | $59,633-36.7% |
| Participation rate | 100.0% | 71.9%+28.1pp | 79.0%+21.0pp | 68.7%+31.3pp |
| Annual return | -1.09% | 3.25%-4.3pp | 1.31%-2.4pp | 2041.40%-2042.5pp |
| Employer contribution / active EE | $1,915 | $3,031-36.8% | $4,378-56.3% | $2,203-13.1% |
| Participant deferral / active EE | $0 | $4,369-100.0% | $5,792-100.0% | $3,192-100.0% |
| Admin fee / account holder | $2,245 | $5,032-55.4% | $7,406-69.7% | $4,297-47.7% |