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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 | $22,959 | $64,311-64.3% | $57,356-60.0% | $125,389-81.7% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 83.2%+16.8pp |
| Annual return | 1.15% | 25.14%-24.0pp | 24.41%-23.3pp | 282.24%-281.1pp |
| Employer contribution / active EE | $1,234 | $3,193-61.4% | $2,689-54.1% | $4,866-74.6% |
| Participant deferral / active EE | $0 | $3,846-100.0% | $3,162-100.0% | $5,352-100.0% |
| Admin fee / account holder | $745 | $5,243-85.8% | $3,357-77.8% | $9,541-92.2% |