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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 | $11,367 | $43,344-73.8% | $59,899-81.0% | $64,173-82.3% |
| Participation rate | 98.9% | 69.2%+29.8pp | 74.7%+24.2pp | 69.6%+29.4pp |
| Annual return | 0.00% | -1.55%+1.6pp | 3.46%-3.5pp | 7.63%-7.6pp |
| Employer contribution / active EE | $8,019 | $2,030+295.1% | $2,723+194.5% | $2,381+236.8% |
| Participant deferral / active EE | $0 | $2,547-100.0% | $3,402-100.0% | $3,470-100.0% |
| Admin fee / account holder | $2,672 | $3,008-11.2% | $3,592-25.6% | $4,887-45.3% |