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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 | $16,457 | $43,338-62.0% | $59,887-72.5% | $64,173-74.4% |
| Participation rate | 100.0% | 69.2%+30.8pp | 74.7%+25.3pp | 69.6%+30.4pp |
| Annual return | -6.83% | -1.55%-5.3pp | 3.46%-10.3pp | 7.63%-14.5pp |
| Employer contribution / active EE | $945 | $2,030-53.4% | $2,722-65.3% | $2,381-60.3% |
| Participant deferral / active EE | $945 | $2,547-62.9% | $3,402-72.2% | $3,470-72.8% |
| Admin fee / account holder | $595 | $3,007-80.2% | $3,591-83.4% | $4,887-87.8% |