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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 | $21,942 | $52,678-58.3% | $75,784-71.0% | $59,633-63.2% |
| Participation rate | 75.0% | 67.2%+7.8pp | 75.8%-0.8pp | 68.7%+6.3pp |
| Annual return | -1.02% | 2.95%-4.0pp | 9.68%-10.7pp | 2041.45%-2042.5pp |
| Employer contribution / active EE | $1,898 | $2,193-13.5% | $3,323-42.9% | $2,203-13.8% |
| Participant deferral / active EE | $0 | $2,591-100.0% | $3,652-100.0% | $3,192-100.0% |
| Admin fee / account holder | $1,102 | $3,610-69.5% | $5,300-79.2% | $4,297-74.4% |