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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 | $15,182 | $95,188-84.1% | $76,518-80.2% | $135,380-88.8% |
| Participation rate | 100.0% | 74.4%+25.6pp | 68.0%+32.0pp | 82.6%+17.4pp |
| Annual return | 4.30% | 4.85%-0.5pp | -0.27%+4.6pp | 519.81%-515.5pp |
| Employer contribution / active EE | $0 | $3,303-100.0% | $2,647-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $1,826 | $4,640-60.6% | $3,836-52.4% | $5,609-67.4% |
| Admin fee / account holder | $7,907 | $6,249+26.5% | $4,849+63.1% | $10,828-27.0% |