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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 | $9,268 | $32,037-71.1% | $69,182-86.6% | $62,881-85.3% |
| Participation rate | 100.0% | 43.4%+56.6pp | 55.1%+44.9pp | 69.3%+30.7pp |
| Annual return | 7.60% | 15.16%-7.6pp | -21.93%+29.5pp | 20.14%-12.5pp |
| Employer contribution / active EE | $385 | $679-43.4% | $1,206-68.1% | $2,281-83.1% |
| Participant deferral / active EE | $0 | $1,185-100.0% | $1,897-100.0% | $3,203-100.0% |
| Admin fee / account holder | $4,639 | $2,608+77.9% | $2,697+72.0% | $4,296+8.0% |