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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 | $19,568 | $56,484-65.4% | $169,452-88.5% | $64,173-69.5% |
| Participation rate | 100.0% | 64.5%+35.5pp | 77.8%+22.2pp | 69.6%+30.4pp |
| Annual return | -6.52% | -1.55%-5.0pp | 1.83%-8.4pp | 7.63%-14.2pp |
| Employer contribution / active EE | $1,163 | $1,832-36.5% | $4,157-72.0% | $2,381-51.1% |
| Participant deferral / active EE | $2,052 | $3,448-40.5% | $5,277-61.1% | $3,470-40.9% |
| Admin fee / account holder | $356 | $4,174-91.5% | $9,110-96.1% | $4,887-92.7% |