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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 | $23,403 | $49,177-52.4% | $79,466-70.6% | $64,173-63.5% |
| Participation rate | 79.6% | 65.0%+14.5pp | 73.3%+6.2pp | 69.6%+10.0pp |
| Annual return | -1.34% | -1.16%-0.2pp | 718.28%-719.6pp | 7.63%-9.0pp |
| Employer contribution / active EE | $761 | $2,076-63.3% | $2,800-72.8% | $2,381-68.0% |
| Participant deferral / active EE | $3,401 | $2,821+20.5% | $3,704-8.2% | $3,470-2.0% |
| Admin fee / account holder | $584 | $3,839-84.8% | $5,104-88.6% | $4,887-88.1% |