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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 | $24,799 | $48,364-48.7% | $71,796-65.5% | $62,881-60.6% |
| Participation rate | 98.1% | 60.6%+37.5pp | 69.1%+29.0pp | 69.3%+28.8pp |
| Annual return | 6.83% | 13.16%-6.3pp | 78.04%-71.2pp | 20.14%-13.3pp |
| Employer contribution / active EE | $566 | $1,042-45.7% | $1,924-70.6% | $2,281-75.2% |
| Participant deferral / active EE | $0 | $2,091-100.0% | $2,794-100.0% | $3,203-100.0% |
| Admin fee / account holder | $1,447 | $3,771-61.6% | $4,815-69.9% | $4,296-66.3% |