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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 | $28,276 | $50,947-44.5% | $74,551-62.1% | $64,173-55.9% |
| Participation rate | 100.0% | 61.1%+38.9pp | 69.1%+30.9pp | 69.6%+30.4pp |
| Annual return | 0.00% | -1.85%+1.9pp | 32.53%-32.5pp | 7.63%-7.6pp |
| Employer contribution / active EE | $487 | $1,115-56.3% | $1,961-75.2% | $2,381-79.5% |
| Participant deferral / active EE | $1,507 | $2,302-34.5% | $3,108-51.5% | $3,470-56.6% |
| Admin fee / account holder | $722 | $4,221-82.9% | $5,059-85.7% | $4,887-85.2% |