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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 | $16,579 | $43,344-61.8% | $59,899-72.3% | $64,173-74.2% |
| Participation rate | 100.0% | 69.2%+30.8pp | 74.7%+25.3pp | 69.6%+30.4pp |
| Annual return | -4.35% | -1.55%-2.8pp | 3.46%-7.8pp | 7.63%-12.0pp |
| Employer contribution / active EE | $806 | $2,030-60.3% | $2,723-70.4% | $2,381-66.1% |
| Participant deferral / active EE | $2,151 | $2,547-15.6% | $3,402-36.8% | $3,470-38.0% |
| Admin fee / account holder | $701 | $3,008-76.7% | $3,592-80.5% | $4,887-85.7% |