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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 | $27,935 | $40,264-30.6% | $57,349-51.3% | $59,633-53.2% |
| Participation rate | 100.0% | 69.2%+30.8pp | 75.1%+24.9pp | 68.7%+31.3pp |
| Annual return | -0.41% | 27.51%-27.9pp | 24.40%-24.8pp | 2041.40%-2041.8pp |
| Employer contribution / active EE | $4,544 | $1,922+136.4% | $2,689+69.0% | $2,203+106.3% |
| Participant deferral / active EE | $0 | $2,400-100.0% | $3,162-100.0% | $3,192-100.0% |
| Admin fee / account holder | $1,542 | $2,819-45.3% | $3,356-54.1% | $4,297-64.1% |