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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 | $15,218 | $49,976-69.5% | $66,674-77.2% | $82,637-81.6% |
| Participation rate | 100.0% | 63.1%+36.9pp | 73.7%+26.3pp | 68.1%+31.9pp |
| Annual return | 13.55% | 39.09%-25.5pp | 321.24%-307.7pp | 53.51%-40.0pp |
| Employer contribution / active EE | $1,880 | $1,988-5.4% | $2,620-28.2% | $2,552-26.3% |
| Participant deferral / active EE | $0 | $2,847-100.0% | $4,084-100.0% | $4,126-100.0% |
| Admin fee / account holder | $795 | $4,594-82.7% | $5,098-84.4% | $7,339-89.2% |