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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 | $13,311 | $55,889-76.2% | $76,119-82.5% | $80,935-83.6% |
| Participation rate | 70.5% | 62.1%+8.4pp | 69.1%+1.4pp | 67.7%+2.8pp |
| Annual return | 0.00% | 20.58%-20.6pp | 361.25%-361.2pp | 35.66%-35.7pp |
| Employer contribution / active EE | $947 | $1,866-49.3% | $2,693-64.8% | $2,757-65.7% |
| Participant deferral / active EE | $1,315 | $3,051-56.9% | $4,259-69.1% | $4,299-69.4% |
| Admin fee / account holder | $570 | $5,241-89.1% | $6,421-91.1% | $6,924-91.8% |