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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 | $10,941 | $32,037-65.8% | $69,182-84.2% | $62,881-82.6% |
| Participation rate | 100.0% | 43.4%+56.6pp | 55.1%+44.9pp | 69.3%+30.7pp |
| Annual return | 11.80% | 15.16%-3.4pp | -21.93%+33.7pp | 20.14%-8.3pp |
| Employer contribution / active EE | $446 | $679-34.3% | $1,206-63.0% | $2,281-80.4% |
| Participant deferral / active EE | $0 | $1,185-100.0% | $1,897-100.0% | $3,203-100.0% |
| Admin fee / account holder | $859 | $2,608-67.1% | $2,697-68.1% | $4,296-80.0% |