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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 | $13,253 | $21,389-38.0% | - | $68,490-80.6% |
| Participation rate | 100.0% | 40.8%+59.2pp | - | 67.9%+32.1pp |
| Annual return | 3.94% | -15.84%+19.8pp | - | -7.85%+11.8pp |
| Employer contribution / active EE | $2,742 | $1,123+144.2% | - | $2,597+5.6% |
| Participant deferral / active EE | $1,261 | $1,547-18.5% | - | $4,028-68.7% |
| Admin fee / account holder | $1,101 | $2,251-51.1% | - | $5,403-79.6% |