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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 | $47,826 | $57,352-16.6% | $83,831-42.9% | $64,173-25.5% |
| Participation rate | 98.6% | 68.6%+30.0pp | 76.1%+22.4pp | 69.6%+29.0pp |
| Annual return | 0.00% | 11.38%-11.4pp | 850.99%-851.0pp | 7.63%-7.6pp |
| Employer contribution / active EE | $2,583 | $2,546+1.5% | $3,631-28.9% | $2,381+8.5% |
| Participant deferral / active EE | $0 | $2,993-100.0% | $4,082-100.0% | $3,470-100.0% |
| Admin fee / account holder | $2,789 | $4,046-31.1% | $5,479-49.1% | $4,887-42.9% |