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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 | $43,654 | $92,219-52.7% | $76,768-43.1% | $135,379-67.8% |
| Participation rate | 100.0% | 79.8%+20.2pp | 77.0%+23.0pp | 82.6%+17.4pp |
| Annual return | -0.82% | 5.46%-6.3pp | 2.43%-3.2pp | 519.79%-520.6pp |
| Employer contribution / active EE | $5,136 | $3,216+59.7% | $2,485+106.7% | $4,779+7.5% |
| Participant deferral / active EE | $0 | $4,508-100.0% | $3,852-100.0% | $5,609-100.0% |
| Admin fee / account holder | $1,995 | $10,749-81.4% | $6,675-70.1% | $10,828-81.6% |