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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 | $48,526 | $60,442-19.7% | $96,754-49.8% | $87,485-44.5% |
| Participation rate | 98.7% | 58.7%+40.0pp | 70.3%+28.5pp | 68.9%+29.8pp |
| Annual return | 0.00% | 21.97%-22.0pp | 82.04%-82.0pp | 26.06%-26.1pp |
| Employer contribution / active EE | $1,367 | $1,691-19.2% | $2,679-49.0% | $2,596-47.4% |
| Participant deferral / active EE | $0 | $3,280-100.0% | $4,758-100.0% | $4,274-100.0% |
| Admin fee / account holder | $859 | $5,069-83.1% | $8,905-90.4% | $7,775-88.9% |