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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 | $19,117 | $57,352-66.7% | $83,831-77.2% | $64,173-70.2% |
| Participation rate | 100.0% | 68.6%+31.4pp | 76.1%+23.9pp | 69.6%+30.4pp |
| Annual return | 19.07% | 11.38%+7.7pp | 850.99%-831.9pp | 7.63%+11.4pp |
| Employer contribution / active EE | $983 | $2,546-61.4% | $3,631-72.9% | $2,381-58.7% |
| Participant deferral / active EE | $0 | $2,993-100.0% | $4,082-100.0% | $3,470-100.0% |
| Admin fee / account holder | $1,020 | $4,046-74.8% | $5,479-81.4% | $4,887-79.1% |