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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 | $51,476 | $140,578-63.4% | $100,671-48.9% | $125,389-58.9% |
| Participation rate | 100.0% | 80.4%+19.6pp | 70.7%+29.3pp | 83.2%+16.8pp |
| Annual return | 0.41% | 24.67%-24.3pp | 20.43%-20.0pp | 282.24%-281.8pp |
| Employer contribution / active EE | $2,559 | $5,965-57.1% | $4,012-36.2% | $4,866-47.4% |
| Participant deferral / active EE | $0 | $3,981-100.0% | $3,144-100.0% | $5,352-100.0% |
| Admin fee / account holder | $6,063 | $6,716-9.7% | $4,850+25.0% | $9,541-36.5% |