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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 | $28,381 | $28,444-0.2% | $179,543-84.2% | $28,444-0.2% |
| Participation rate | 97.3% | 64.8%+32.4pp | 75.1%+22.2pp | 64.8%+32.4pp |
| Annual return | 2.37% | -0.92%+3.3pp | -12.16%+14.5pp | -0.92%+3.3pp |
| Employer contribution / active EE | $1,309 | $2,855-54.2% | $30,665-95.7% | $2,855-54.2% |
| Participant deferral / active EE | $0 | $2,169-100.0% | $460-100.0% | $2,169-100.0% |
| Admin fee / account holder | $1,116 | $1,370-18.6% | $10,481-89.4% | $1,370-18.6% |