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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 | $33,448 | $32,037+4.4% | $69,182-51.7% | $62,881-46.8% |
| Participation rate | 100.0% | 43.4%+56.6pp | 55.1%+44.9pp | 69.3%+30.7pp |
| Annual return | 6.02% | 15.16%-9.1pp | -21.93%+28.0pp | 20.14%-14.1pp |
| Employer contribution / active EE | $1,250 | $679+84.0% | $1,206+3.6% | $2,281-45.2% |
| Participant deferral / active EE | $0 | $1,185-100.0% | $1,897-100.0% | $3,203-100.0% |
| Admin fee / account holder | $843 | $2,608-67.7% | $2,697-68.8% | $4,296-80.4% |