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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 | $15,246 | $40,263-62.1% | $57,347-73.4% | $59,632-74.4% |
| Participation rate | 100.0% | 69.2%+30.8pp | 75.1%+24.9pp | 68.7%+31.3pp |
| Annual return | 2.25% | 27.50%-25.2pp | 24.40%-22.1pp | 2041.32%-2039.1pp |
| Employer contribution / active EE | $1,064 | $1,922-44.6% | $2,689-60.4% | $2,203-51.7% |
| Participant deferral / active EE | $0 | $2,400-100.0% | $3,162-100.0% | $3,192-100.0% |
| Admin fee / account holder | $838 | $2,819-70.3% | $3,356-75.0% | $4,297-80.5% |