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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 | $28,509 | $71,480-60.1% | $90,782-68.6% | $64,173-55.6% |
| Participation rate | 100.0% | 77.6%+22.4pp | 82.7%+17.3pp | 69.6%+30.4pp |
| Annual return | 6.69% | -4.25%+10.9pp | -3.42%+10.1pp | 7.63%-0.9pp |
| Employer contribution / active EE | $18,157 | $3,415+431.7% | $4,105+342.3% | $2,381+662.6% |
| Participant deferral / active EE | $0 | $4,302-100.0% | $5,366-100.0% | $3,470-100.0% |
| Admin fee / account holder | $7,957 | $6,309+26.1% | $5,908+34.7% | $4,887+62.8% |