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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 | $26,440 | $45,152-41.4% | $73,843-64.2% | $59,632-55.7% |
| Participation rate | 100.0% | 64.0%+36.0pp | 73.4%+26.6pp | 68.7%+31.3pp |
| Annual return | 0.81% | 27.40%-26.6pp | 2267.91%-2267.1pp | 2041.32%-2040.5pp |
| Employer contribution / active EE | $1,333 | $1,902-29.9% | $2,787-52.2% | $2,203-39.5% |
| Participant deferral / active EE | $0 | $2,574-100.0% | $3,583-100.0% | $3,192-100.0% |
| Admin fee / account holder | $535 | $3,516-84.8% | $4,880-89.0% | $4,297-87.6% |