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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 | $21,810 | $86,701-74.8% | $73,309-70.2% | $125,389-82.6% |
| Participation rate | 100.0% | 78.6%+21.4pp | 74.9%+25.1pp | 83.2%+16.8pp |
| Annual return | 0.06% | 2.78%-2.7pp | 5.67%-5.6pp | 282.24%-282.2pp |
| Employer contribution / active EE | $402 | $4,152-90.3% | $3,237-87.6% | $4,866-91.7% |
| Participant deferral / active EE | $2,287 | $5,549-58.8% | $4,991-54.2% | $5,352-57.3% |
| Admin fee / account holder | $1,954 | $7,768-74.9% | $5,635-65.3% | $9,541-79.5% |