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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 | $24,241 | $75,962-68.1% | $154,108-84.3% | $64,173-62.2% |
| Participation rate | 89.8% | 70.4%+19.4pp | 83.0%+6.8pp | 69.6%+20.3pp |
| Annual return | 6.71% | 30.32%-23.6pp | 735.21%-728.5pp | 7.63%-0.9pp |
| Employer contribution / active EE | $1,776 | $3,350-47.0% | $5,298-66.5% | $2,381-25.4% |
| Participant deferral / active EE | $0 | $3,175-100.0% | $5,081-100.0% | $3,470-100.0% |
| Admin fee / account holder | $582 | $5,589-89.6% | $13,411-95.7% | $4,887-88.1% |