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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 | $23,448 | $39,162-40.1% | $100,671-76.7% | $59,633-60.7% |
| Participation rate | 100.0% | 55.9%+44.1pp | 70.7%+29.3pp | 68.7%+31.3pp |
| Annual return | -1.10% | 21.07%-22.2pp | 20.43%-21.5pp | 2041.45%-2042.6pp |
| Employer contribution / active EE | $1,064 | $1,151-7.5% | $4,012-73.5% | $2,203-51.7% |
| Participant deferral / active EE | $2,927 | $1,992+46.9% | $3,144-6.9% | $3,192-8.3% |
| Admin fee / account holder | $472 | $2,969-84.1% | $4,850-90.3% | $4,297-89.0% |