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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 | $56,060-76.3% | $76,002-82.5% | $80,874-83.5% |
| Participation rate | 70.5% | 62.0%+8.4pp | 69.1%+1.4pp | 67.6%+2.8pp |
| Annual return | 0.00% | 20.54%-20.5pp | 360.07%-360.1pp | 35.62%-35.6pp |
| Employer contribution / active EE | $947 | $1,873-49.5% | $2,688-64.8% | $2,756-65.6% |
| Participant deferral / active EE | $1,315 | $3,051-56.9% | $4,257-69.1% | $4,297-69.4% |
| Admin fee / account holder | $570 | $5,237-89.1% | $6,414-91.1% | $6,935-91.8% |