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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 | $24,508 | $153,311-84.0% | $109,313-77.6% | $273,972-91.1% |
| Participation rate | 100.0% | 80.1%+19.9pp | 71.3%+28.7pp | 83.0%+17.0pp |
| Annual return | 2.49% | 29.86%-27.4pp | 22.07%-19.6pp | 41.46%-39.0pp |
| Employer contribution / active EE | $1,250 | $5,619-77.8% | $3,892-67.9% | $4,869-74.3% |
| Participant deferral / active EE | $0 | $3,932-100.0% | $3,166-100.0% | $5,287-100.0% |
| Admin fee / account holder | $338 | $8,076-95.8% | $5,666-94.0% | $10,133-96.7% |