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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 | $21,666 | $50,947-57.5% | $74,551-70.9% | $64,173-66.2% |
| Participation rate | 100.0% | 61.1%+38.9pp | 69.1%+30.9pp | 69.6%+30.4pp |
| Annual return | 2.71% | -1.85%+4.6pp | 32.53%-29.8pp | 7.63%-4.9pp |
| Employer contribution / active EE | $2,967 | $1,115+166.0% | $1,961+51.3% | $2,381+24.6% |
| Participant deferral / active EE | $0 | $2,302-100.0% | $3,108-100.0% | $3,470-100.0% |
| Admin fee / account holder | $436 | $4,221-89.7% | $5,059-91.4% | $4,887-91.1% |