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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 | $51,091 | $86,701-41.1% | $73,309-30.3% | $125,388-59.3% |
| Participation rate | 100.0% | 78.6%+21.4pp | 74.9%+25.1pp | 83.2%+16.8pp |
| Annual return | 1.35% | 2.78%-1.4pp | 5.67%-4.3pp | 282.24%-280.9pp |
| Employer contribution / active EE | $6,200 | $4,152+49.3% | $3,237+91.5% | $4,866+27.4% |
| Participant deferral / active EE | $0 | $5,549-100.0% | $4,991-100.0% | $5,352-100.0% |
| Admin fee / account holder | $1,555 | $7,768-80.0% | $5,635-72.4% | $9,541-83.7% |