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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 | $20,752 | $49,177-57.8% | $79,467-73.9% | $64,173-67.7% |
| Participation rate | 73.1% | 65.0%+8.1pp | 73.3%-0.2pp | 69.6%+3.6pp |
| Annual return | 1.16% | -1.16%+2.3pp | 718.30%-717.1pp | 7.63%-6.5pp |
| Employer contribution / active EE | $770 | $2,076-62.9% | $2,800-72.5% | $2,381-67.7% |
| Participant deferral / active EE | $1,577 | $2,821-44.1% | $3,704-57.4% | $3,470-54.5% |
| Admin fee / account holder | $14,717 | $3,839+283.4% | $5,104+188.3% | $4,887+201.1% |