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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 | $23,105 | $97,881-76.4% | $80,004-71.1% | $125,388-81.6% |
| Participation rate | 100.0% | 77.9%+22.1pp | 73.0%+27.0pp | 83.2%+16.8pp |
| Annual return | -0.88% | 9.36%-10.2pp | 7.63%-8.5pp | 282.24%-283.1pp |
| Employer contribution / active EE | $972 | $3,128-68.9% | $2,473-60.7% | $4,866-80.0% |
| Participant deferral / active EE | $2,939 | $3,744-21.5% | $3,204-8.3% | $5,352-45.1% |
| Admin fee / account holder | $699 | $6,278-88.9% | $5,033-86.1% | $9,541-92.7% |