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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 | $16,099 | $40,275-60.0% | $57,356-71.9% | $59,633-73.0% |
| Participation rate | 95.1% | 69.1%+26.0pp | 75.1%+20.0pp | 68.7%+26.5pp |
| Annual return | 0.83% | 27.52%-26.7pp | 24.41%-23.6pp | 2041.45%-2040.6pp |
| Employer contribution / active EE | $915 | $1,921-52.4% | $2,689-66.0% | $2,203-58.5% |
| Participant deferral / active EE | $915 | $2,400-61.9% | $3,162-71.1% | $3,192-71.3% |
| Admin fee / account holder | $1,230 | $2,820-56.4% | $3,357-63.4% | $4,297-71.4% |