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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 | $54,094 | $33,067+63.6% | $76,518-29.3% | $56,289-3.9% |
| Participation rate | 100.0% | 55.4%+44.6pp | 68.0%+32.0pp | 69.9%+30.1pp |
| Annual return | -1.15% | 2.72%-3.9pp | -0.27%-0.9pp | -9.96%+8.8pp |
| Employer contribution / active EE | $535 | $1,200-55.4% | $2,647-79.8% | $2,111-74.7% |
| Participant deferral / active EE | $0 | $2,240-100.0% | $3,836-100.0% | $3,350-100.0% |
| Admin fee / account holder | $334 | $537-37.9% | $4,849-93.1% | $521-36.0% |