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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 | $17,084 | $97,020-82.4% | $83,327-79.5% | $135,380-87.4% |
| Participation rate | 100.0% | 80.4%+19.6pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | 2.84% | 12.31%-9.5pp | 10.64%-7.8pp | 519.81%-517.0pp |
| Employer contribution / active EE | $1,733 | $4,144-58.2% | $3,379-48.7% | $4,779-63.7% |
| Participant deferral / active EE | $0 | $5,964-100.0% | $5,565-100.0% | $5,609-100.0% |
| Admin fee / account holder | $497 | $8,426-94.1% | $7,540-93.4% | $10,828-95.4% |