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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 | $23,050 | $78,694-70.7% | $67,652-65.9% | $125,389-81.6% |
| Participation rate | 100.0% | 78.8%+21.2pp | 75.7%+24.3pp | 83.2%+16.8pp |
| Annual return | 1.95% | 9.46%-7.5pp | 6625.40%-6623.4pp | 282.24%-280.3pp |
| Employer contribution / active EE | $1,069 | $3,044-64.9% | $2,266-52.8% | $4,866-78.0% |
| Participant deferral / active EE | $0 | $4,292-100.0% | $3,560-100.0% | $5,352-100.0% |
| Admin fee / account holder | $2,030 | $7,403-72.6% | $4,821-57.9% | $9,541-78.7% |