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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 | $14,308 | $103,949-86.2% | $69,182-79.3% | $273,972-94.8% |
| Participation rate | 100.0% | 67.4%+32.6pp | 55.1%+44.9pp | 83.0%+17.0pp |
| Annual return | 1.80% | 35.28%-33.5pp | -21.93%+23.7pp | 41.46%-39.7pp |
| Employer contribution / active EE | $1,447 | $1,783-18.8% | $1,206+20.0% | $4,869-70.3% |
| Participant deferral / active EE | $0 | $2,716-100.0% | $1,897-100.0% | $5,287-100.0% |
| Admin fee / account holder | $2,122 | $3,671-42.2% | $2,697-21.3% | $10,133-79.1% |