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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 | $24,977 | $53,128-53.0% | $86,582-71.2% | $70,126-64.4% |
| Participation rate | 100.0% | 65.3%+34.7pp | 73.5%+26.5pp | 69.5%+30.5pp |
| Annual return | 16.72% | 27.66%-10.9pp | 965.08%-948.4pp | 73.15%-56.4pp |
| Employer contribution / active EE | $2,620 | $2,068+26.7% | $2,839-7.7% | $2,343+11.9% |
| Participant deferral / active EE | $0 | $2,695-100.0% | $3,609-100.0% | $3,332-100.0% |
| Admin fee / account holder | $578 | $3,584-83.9% | $4,904-88.2% | $4,645-87.6% |