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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 | $34,982 | $64,311-45.6% | $57,356-39.0% | $125,389-72.1% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 83.2%+16.8pp |
| Annual return | -0.92% | 25.14%-26.1pp | 24.41%-25.3pp | 282.24%-283.2pp |
| Employer contribution / active EE | $5,361 | $3,193+67.9% | $2,689+99.4% | $4,866+10.2% |
| Participant deferral / active EE | $0 | $3,846-100.0% | $3,162-100.0% | $5,352-100.0% |
| Admin fee / account holder | $5,019 | $5,243-4.3% | $3,357+49.5% | $9,541-47.4% |