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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 | $22,964 | $45,566-49.6% | $64,105-64.2% | $59,633-61.5% |
| Participation rate | 100.0% | 60.2%+39.8pp | 68.2%+31.8pp | 68.7%+31.3pp |
| Annual return | 2.34% | 4.95%-2.6pp | 791.24%-788.9pp | 2041.45%-2039.1pp |
| Employer contribution / active EE | $577 | $934-38.2% | $1,820-68.3% | $2,203-73.8% |
| Participant deferral / active EE | $0 | $2,057-100.0% | $2,822-100.0% | $3,192-100.0% |
| Admin fee / account holder | $2,316 | $3,268-29.1% | $4,499-48.5% | $4,297-46.1% |