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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 | $22,227 | $45,438-51.1% | $80,004-72.2% | $59,633-62.7% |
| Participation rate | 93.1% | 63.7%+29.4pp | 73.0%+20.1pp | 68.7%+24.4pp |
| Annual return | -1.43% | 5.10%-6.5pp | 7.63%-9.1pp | 2041.45%-2042.9pp |
| Employer contribution / active EE | $3,448 | $1,236+179.0% | $2,473+39.5% | $2,203+56.6% |
| Participant deferral / active EE | $0 | $2,231-100.0% | $3,204-100.0% | $3,192-100.0% |
| Admin fee / account holder | $18,963 | $3,464+447.4% | $5,033+276.7% | $4,297+341.3% |