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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 | $45,498 | $113,941-60.1% | $94,229-51.7% | $125,389-63.7% |
| Participation rate | 100.0% | 82.9%+17.1pp | 78.8%+21.2pp | 83.2%+16.8pp |
| Annual return | -2.70% | 5.29%-8.0pp | 10.68%-13.4pp | 282.24%-284.9pp |
| Employer contribution / active EE | $2,000 | $4,727-57.7% | $3,587-44.2% | $4,866-58.9% |
| Participant deferral / active EE | $0 | $5,179-100.0% | $4,320-100.0% | $5,352-100.0% |
| Admin fee / account holder | $2,027 | $8,392-75.8% | $6,269-67.7% | $9,541-78.7% |