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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 | $19,360 | $39,162-50.6% | $100,671-80.8% | $59,633-67.5% |
| Participation rate | 100.0% | 55.9%+44.1pp | 70.7%+29.3pp | 68.7%+31.3pp |
| Annual return | 2.17% | 21.07%-18.9pp | 20.43%-18.3pp | 2041.45%-2039.3pp |
| Employer contribution / active EE | $0 | $1,151-100.0% | $4,012-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $1,240 | $1,992-37.7% | $3,144-60.6% | $3,192-61.1% |
| Admin fee / account holder | $517 | $2,969-82.6% | $4,850-89.3% | $4,297-88.0% |