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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 | $19,317 | $45,050-57.1% | $63,018-69.3% | $70,126-72.5% |
| Participation rate | 100.0% | 69.5%+30.5pp | 74.8%+25.2pp | 69.5%+30.5pp |
| Annual return | 13.02% | 18.76%-5.7pp | 87.62%-74.6pp | 73.15%-60.1pp |
| Employer contribution / active EE | $2,737 | $2,052+33.4% | $2,761-0.9% | $2,343+16.8% |
| Participant deferral / active EE | $0 | $2,466-100.0% | $3,330-100.0% | $3,332-100.0% |
| Admin fee / account holder | $780 | $2,834-72.5% | $3,601-78.4% | $4,645-83.2% |