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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 | $30,553 | $60,349-49.4% | $74,184-58.8% | $62,881-51.4% |
| Participation rate | 100.0% | 72.7%+27.3pp | 76.6%+23.4pp | 69.3%+30.7pp |
| Annual return | 15.62% | 21.38%-5.8pp | 17.74%-2.1pp | 20.14%-4.5pp |
| Employer contribution / active EE | $645 | $1,680-61.6% | $2,370-72.8% | $2,281-71.7% |
| Participant deferral / active EE | $0 | $2,856-100.0% | $3,550-100.0% | $3,203-100.0% |
| Admin fee / account holder | $2,118 | $4,261-50.3% | $5,586-62.1% | $4,296-50.7% |