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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 | $48,506 | $72,177-32.8% | $115,038-57.8% | $59,633-18.7% |
| Participation rate | 100.0% | 72.6%+27.4pp | 81.4%+18.6pp | 68.7%+31.3pp |
| Annual return | -1.28% | 12.02%-13.3pp | 26.14%-27.4pp | 2041.45%-2042.7pp |
| Employer contribution / active EE | $0 | $2,841-100.0% | $4,608-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $2,819 | $4,783-41.1% | $6,026-53.2% | $3,192-11.7% |
| Admin fee / account holder | $3,870 | $4,927-21.5% | $8,175-52.7% | $4,297-9.9% |