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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 | $15,609 | $46,599-66.5% | $64,101-75.6% | $75,173-79.2% |
| Participation rate | 100.0% | 65.9%+34.1pp | 72.3%+27.7pp | 67.2%+32.8pp |
| Annual return | 18.74% | 26.06%-7.3pp | 33.72%-15.0pp | 160.72%-142.0pp |
| Employer contribution / active EE | $938 | $1,975-52.5% | $2,749-65.9% | $2,671-64.9% |
| Participant deferral / active EE | $0 | $2,837-100.0% | $3,881-100.0% | $4,126-100.0% |
| Admin fee / account holder | $710 | $2,956-76.0% | $3,070-76.9% | $5,651-87.4% |