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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 | $22,153 | $30,319-26.9% | $181,922-87.8% | $30,319-26.9% |
| Participation rate | 100.0% | 66.5%+33.5pp | 91.6%+8.4pp | 66.5%+33.5pp |
| Annual return | 4.64% | 6.38%-1.7pp | 11.09%-6.5pp | 6.38%-1.7pp |
| Employer contribution / active EE | $2,594 | $4,590-43.5% | $8,201-68.4% | $4,590-43.5% |
| Participant deferral / active EE | $0 | $6,277-100.0% | $453-100.0% | $6,277-100.0% |
| Admin fee / account holder | $984 | $1,213-18.9% | $144,726-99.3% | $1,213-18.9% |