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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 | $25,551 | $82,678-69.1% | $125,391-79.6% | $68,490-62.7% |
| Participation rate | 97.2% | 75.1%+22.2pp | 82.4%+14.8pp | 67.9%+29.3pp |
| Annual return | 1.06% | -5.97%+7.0pp | 572.41%-571.3pp | -7.85%+8.9pp |
| Employer contribution / active EE | $3,043 | $3,382-10.0% | $4,816-36.8% | $2,597+17.2% |
| Participant deferral / active EE | $0 | $6,111-100.0% | $7,448-100.0% | $4,028-100.0% |
| Admin fee / account holder | $1,856 | $6,277-70.4% | $10,009-81.5% | $5,403-65.6% |