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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 | $16,007 | $73,839-78.3% | $143,788-88.9% | $68,495-76.6% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | 1.95% | 1.01%+0.9pp | -0.03%+2.0pp | -7.84%+9.8pp |
| Employer contribution / active EE | $700 | $3,184-78.0% | $4,952-85.9% | $2,596-73.1% |
| Participant deferral / active EE | $1,585 | $3,384-53.2% | $5,638-71.9% | $4,028-60.7% |
| Admin fee / account holder | $2,903 | $5,755-49.5% | $14,675-80.2% | $5,403-46.3% |