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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 | $28,569 | $32,037-10.8% | $69,182-58.7% | $62,881-54.6% |
| Participation rate | 100.0% | 43.4%+56.6pp | 55.1%+44.9pp | 69.3%+30.7pp |
| Annual return | 7.44% | 15.16%-7.7pp | -21.93%+29.4pp | 20.14%-12.7pp |
| Employer contribution / active EE | $377 | $679-44.5% | $1,206-68.7% | $2,281-83.5% |
| Participant deferral / active EE | $0 | $1,185-100.0% | $1,897-100.0% | $3,203-100.0% |
| Admin fee / account holder | $1,025 | $2,608-60.7% | $2,697-62.0% | $4,296-76.1% |