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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 | $19,571 | $86,701-77.4% | $73,309-73.3% | $125,389-84.4% |
| Participation rate | 100.0% | 78.6%+21.4pp | 74.9%+25.1pp | 83.2%+16.8pp |
| Annual return | 1.10% | 2.78%-1.7pp | 5.67%-4.6pp | 282.24%-281.1pp |
| Employer contribution / active EE | $407 | $4,152-90.2% | $3,237-87.4% | $4,866-91.6% |
| Participant deferral / active EE | $2,036 | $5,549-63.3% | $4,991-59.2% | $5,352-61.9% |
| Admin fee / account holder | $5,108 | $7,768-34.2% | $5,635-9.3% | $9,541-46.5% |