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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 | $21,854 | $99,345-78.0% | $84,753-74.2% | $273,972-92.0% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 5.81% | 22.93%-17.1pp | 22.78%-17.0pp | 41.46%-35.6pp |
| Employer contribution / active EE | $1,413 | $4,214-66.5% | $3,574-60.5% | $4,869-71.0% |
| Participant deferral / active EE | $0 | $4,270-100.0% | $3,712-100.0% | $5,287-100.0% |
| Admin fee / account holder | $3,142 | $6,645-52.7% | $5,333-41.1% | $10,133-69.0% |