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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 | $28,408 | $47,848-40.6% | $81,473-65.1% | $70,126-59.5% |
| Participation rate | 100.0% | 58.3%+41.7pp | 68.0%+32.0pp | 69.5%+30.5pp |
| Annual return | 28.29% | 27.25%+1.0pp | 38.78%-10.5pp | 73.15%-44.9pp |
| Employer contribution / active EE | $632 | $1,527-58.6% | $2,568-75.4% | $2,343-73.0% |
| Participant deferral / active EE | $0 | $2,453-100.0% | $3,537-100.0% | $3,332-100.0% |
| Admin fee / account holder | $118,005 | $3,145+3652.3% | $4,561+2487.1% | $4,645+2440.2% |