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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 | $26,293 | $72,177-63.6% | $115,038-77.1% | $59,633-55.9% |
| Participation rate | 100.0% | 72.6%+27.4pp | 81.4%+18.6pp | 68.7%+31.3pp |
| Annual return | -0.24% | 12.02%-12.3pp | 26.14%-26.4pp | 2041.45%-2041.7pp |
| Employer contribution / active EE | $1,309 | $2,841-53.9% | $4,608-71.6% | $2,203-40.6% |
| Participant deferral / active EE | $3,096 | $4,783-35.3% | $6,026-48.6% | $3,192-3.0% |
| Admin fee / account holder | $2,317 | $4,927-53.0% | $8,175-71.7% | $4,297-46.1% |