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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 | $17,671 | $53,128-66.7% | $86,582-79.6% | $70,126-74.8% |
| Participation rate | 100.0% | 65.3%+34.7pp | 73.5%+26.5pp | 69.5%+30.5pp |
| Annual return | 14.08% | 27.66%-13.6pp | 965.08%-951.0pp | 73.15%-59.1pp |
| Employer contribution / active EE | $640 | $2,068-69.0% | $2,839-77.4% | $2,343-72.7% |
| Participant deferral / active EE | $834 | $2,695-69.1% | $3,609-76.9% | $3,332-75.0% |
| Admin fee / account holder | $2,004 | $3,584-44.1% | $4,904-59.1% | $4,645-56.9% |