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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 | $2,491 | $37,156-93.3% | $83,854-97.0% | $86,983-97.1% |
| Participation rate | 83.3% | 49.1%+34.3pp | 59.1%+24.2pp | 69.5%+13.8pp |
| Annual return | 21.65% | 29.88%-8.2pp | 31.39%-9.7pp | 25.83%-4.2pp |
| Employer contribution / active EE | $9 | $661-98.6% | $1,017-99.1% | $2,584-99.6% |
| Participant deferral / active EE | $1,063 | $1,418-25.0% | $2,035-47.8% | $4,194-74.7% |
| Admin fee / account holder | $461 | $2,510-81.6% | $3,197-85.6% | $7,856-94.1% |