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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 | $23,439 | $58,828-60.2% | $78,002-70.0% | $62,881-62.7% |
| Participation rate | 100.0% | 71.1%+28.9pp | 75.5%+24.5pp | 69.3%+30.7pp |
| Annual return | 9.38% | 17.16%-7.8pp | 425.99%-416.6pp | 20.14%-10.8pp |
| Employer contribution / active EE | $1,289 | $1,672-22.9% | $2,470-47.8% | $2,281-43.5% |
| Participant deferral / active EE | $0 | $2,686-100.0% | $3,497-100.0% | $3,203-100.0% |
| Admin fee / account holder | $2,168 | $4,393-50.7% | $5,481-60.4% | $4,296-49.5% |