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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 | $16,939 | $40,275-57.9% | $57,356-70.5% | $59,633-71.6% |
| Participation rate | 100.0% | 69.1%+30.9pp | 75.1%+24.9pp | 68.7%+31.3pp |
| Annual return | 0.70% | 27.52%-26.8pp | 24.41%-23.7pp | 2041.45%-2040.8pp |
| Employer contribution / active EE | $1,016 | $1,921-47.1% | $2,689-62.2% | $2,203-53.9% |
| Participant deferral / active EE | $1,011 | $2,400-57.9% | $3,162-68.0% | $3,192-68.3% |
| Admin fee / account holder | $926 | $2,820-67.2% | $3,357-72.4% | $4,297-78.5% |