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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 | $14,003 | $39,132-64.2% | $57,196-75.5% | $62,881-77.7% |
| Participation rate | 100.0% | 70.5%+29.5pp | 75.3%+24.7pp | 69.3%+30.7pp |
| Annual return | 1.99% | 9.24%-7.2pp | 14.59%-12.6pp | 20.14%-18.1pp |
| Employer contribution / active EE | $0 | $1,874-100.0% | $2,683-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $3,461 | $2,374+45.8% | $3,096+11.8% | $3,203+8.1% |
| Admin fee / account holder | $626 | $2,594-75.9% | $3,141-80.1% | $4,296-85.4% |