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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 | $28,179 | $75,935-62.9% | $60,547-53.5% | $125,389-77.5% |
| Participation rate | 100.0% | 76.5%+23.5pp | 68.0%+32.0pp | 83.2%+16.8pp |
| Annual return | 1.52% | -5.38%+6.9pp | 335.64%-334.1pp | 282.24%-280.7pp |
| Employer contribution / active EE | $769 | $3,438-77.6% | $2,419-68.2% | $4,866-84.2% |
| Participant deferral / active EE | $0 | $4,506-100.0% | $3,328-100.0% | $5,352-100.0% |
| Admin fee / account holder | $4,084 | $6,768-39.7% | $4,536-10.0% | $9,541-57.2% |