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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 | $24,734 | $54,105-54.3% | $223,170-88.9% | $54,105-54.3% |
| Participation rate | 100.0% | 78.8%+21.2pp | 87.5%+12.5pp | 78.8%+21.2pp |
| Annual return | 3.83% | 4.97%-1.1pp | -4.91%+8.7pp | 4.97%-1.1pp |
| Employer contribution / active EE | $1,247 | $7,091-82.4% | $23,904-94.8% | $7,091-82.4% |
| Participant deferral / active EE | $0 | $1,890-100.0% | $0 | $1,890-100.0% |
| Admin fee / account holder | $4,211 | $4,098+2.8% | $104,760-96.0% | $4,098+2.8% |