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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 | $20,743 | $62,592-66.9% | $85,709-75.8% | $85,847-75.8% |
| Participation rate | 100.0% | 61.1%+38.9pp | 69.9%+30.1pp | 69.3%+30.7pp |
| Annual return | 11.51% | 23.77%-12.3pp | 21.49%-10.0pp | 318.61%-307.1pp |
| Employer contribution / active EE | $1,449 | $1,755-17.4% | $2,619-44.7% | $2,565-43.5% |
| Participant deferral / active EE | $0 | $2,802-100.0% | $3,924-100.0% | $3,952-100.0% |
| Admin fee / account holder | $1,464 | $4,643-68.5% | $6,876-78.7% | $6,261-76.6% |