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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 | $47,857 | $97,881-51.1% | $80,004-40.2% | $125,389-61.8% |
| Participation rate | 100.0% | 77.9%+22.1pp | 73.0%+27.0pp | 83.2%+16.8pp |
| Annual return | -0.77% | 9.36%-10.1pp | 7.63%-8.4pp | 282.24%-283.0pp |
| Employer contribution / active EE | $2,651 | $3,128-15.2% | $2,473+7.2% | $4,866-45.5% |
| Participant deferral / active EE | $0 | $3,744-100.0% | $3,204-100.0% | $5,352-100.0% |
| Admin fee / account holder | $7,064 | $6,278+12.5% | $5,033+40.3% | $9,541-26.0% |