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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 | $17,889 | $57,065-68.7% | $75,670-76.4% | $70,131-74.5% |
| Participation rate | 100.0% | 68.1%+31.9pp | 72.3%+27.7pp | 69.5%+30.5pp |
| Annual return | 14.37% | 23.57%-9.2pp | 27.34%-13.0pp | 73.14%-58.8pp |
| Employer contribution / active EE | $385 | $1,817-78.8% | $2,352-83.6% | $2,342-83.6% |
| Participant deferral / active EE | $0 | $2,580-100.0% | $3,142-100.0% | $3,332-100.0% |
| Admin fee / account holder | $700 | $3,825-81.7% | $5,800-87.9% | $4,645-84.9% |