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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 | $7,100 | $58,311-87.8% | $81,882-91.3% | $80,959-91.2% |
| Participation rate | 100.0% | 63.5%+36.5pp | 72.4%+27.6pp | 67.7%+32.3pp |
| Annual return | 17.81% | 41.85%-24.0pp | 779.47%-761.7pp | 35.67%-17.9pp |
| Employer contribution / active EE | $370 | $2,347-84.2% | $2,916-87.3% | $2,757-86.6% |
| Participant deferral / active EE | $0 | $3,287-100.0% | $4,323-100.0% | $4,300-100.0% |
| Admin fee / account holder | $457 | $4,752-90.4% | $7,360-93.8% | $6,925-93.4% |