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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 | $51,638-70.5% | $68,368-77.7% | $82,448-81.5% |
| Participation rate | 100.0% | 63.6%+36.4pp | 73.8%+26.2pp | 68.1%+31.9pp |
| Annual return | 13.55% | 37.53%-24.0pp | 292.57%-279.0pp | 41.64%-28.1pp |
| Employer contribution / active EE | $1,880 | $2,047-8.1% | $2,649-29.0% | $2,551-26.3% |
| Participant deferral / active EE | $0 | $2,914-100.0% | $4,123-100.0% | $4,139-100.0% |
| Admin fee / account holder | $795 | $4,643-82.9% | $5,150-84.6% | $7,234-89.0% |