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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 | $22,452 | $48,364-53.6% | $71,796-68.7% | $62,881-64.3% |
| Participation rate | 74.4% | 60.6%+13.8pp | 69.1%+5.3pp | 69.3%+5.1pp |
| Annual return | 0.00% | 13.16%-13.2pp | 78.04%-78.0pp | 20.14%-20.1pp |
| Employer contribution / active EE | $507 | $1,042-51.3% | $1,924-73.6% | $2,281-77.8% |
| Participant deferral / active EE | $2,573 | $2,091+23.1% | $2,794-7.9% | $3,203-19.7% |
| Admin fee / account holder | $381 | $3,771-89.9% | $4,815-92.1% | $4,296-91.1% |