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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 | $19,259 | $49,177-60.8% | $79,466-75.8% | $64,173-70.0% |
| Participation rate | 88.9% | 65.0%+23.9pp | 73.3%+15.5pp | 69.6%+19.3pp |
| Annual return | 6.55% | -1.16%+7.7pp | 718.28%-711.7pp | 7.63%-1.1pp |
| Employer contribution / active EE | $1,365 | $2,076-34.3% | $2,800-51.3% | $2,381-42.7% |
| Participant deferral / active EE | $1,041 | $2,821-63.1% | $3,704-71.9% | $3,470-70.0% |
| Admin fee / account holder | $3,715 | $3,839-3.2% | $5,104-27.2% | $4,887-24.0% |