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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 | $10,594 | $77,920-86.4% | $149,723-92.9% | $75,177-85.9% |
| Participation rate | 96.9% | 65.6%+31.3pp | 78.8%+18.1pp | 67.2%+29.7pp |
| Annual return | 15.69% | 31.72%-16.0pp | 134.50%-118.8pp | 160.75%-145.1pp |
| Employer contribution / active EE | $1,298 | $3,138-58.6% | $4,821-73.1% | $2,671-51.4% |
| Participant deferral / active EE | $0 | $3,411-100.0% | $5,682-100.0% | $4,126-100.0% |
| Admin fee / account holder | $737 | $5,951-87.6% | $13,215-94.4% | $5,651-87.0% |