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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 | $13,637 | $49,177-72.3% | $79,467-82.8% | $64,173-78.8% |
| Participation rate | 100.0% | 65.0%+35.0pp | 73.3%+26.7pp | 69.6%+30.4pp |
| Annual return | 4.84% | -1.16%+6.0pp | 718.30%-713.5pp | 7.63%-2.8pp |
| Employer contribution / active EE | $399 | $2,076-80.8% | $2,800-85.7% | $2,381-83.2% |
| Participant deferral / active EE | $891 | $2,821-68.4% | $3,704-76.0% | $3,470-74.3% |
| Admin fee / account holder | $3,891 | $3,839+1.4% | $5,104-23.8% | $4,887-20.4% |