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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 | $18,428 | $57,352-67.9% | $83,830-78.0% | $64,173-71.3% |
| Participation rate | 100.0% | 68.6%+31.4pp | 76.1%+23.9pp | 69.6%+30.4pp |
| Annual return | -1.28% | 11.38%-12.7pp | 850.97%-852.3pp | 7.63%-8.9pp |
| Employer contribution / active EE | $625 | $2,546-75.4% | $3,631-82.8% | $2,381-73.7% |
| Participant deferral / active EE | $0 | $2,993-100.0% | $4,082-100.0% | $3,470-100.0% |
| Admin fee / account holder | $303 | $4,046-92.5% | $5,479-94.5% | $4,887-93.8% |