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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 | $11,720 | $69,541-83.1% | $59,899-80.4% | $135,380-91.3% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.7%+25.3pp | 82.6%+17.4pp |
| Annual return | 1.04% | 7.95%-6.9pp | 3.46%-2.4pp | 519.81%-518.8pp |
| Employer contribution / active EE | $0 | $3,236-100.0% | $2,723-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $979 | $4,206-76.7% | $3,402-71.2% | $5,609-82.5% |
| Admin fee / account holder | $508 | $5,737-91.2% | $3,592-85.9% | $10,828-95.3% |