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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 | $21,464 | $57,352-62.6% | $83,830-74.4% | $64,173-66.6% |
| Participation rate | 100.0% | 68.6%+31.4pp | 76.1%+23.9pp | 69.6%+30.4pp |
| Annual return | 17.46% | 11.38%+6.1pp | 850.97%-833.5pp | 7.63%+9.8pp |
| Employer contribution / active EE | $606 | $2,546-76.2% | $3,631-83.3% | $2,381-74.5% |
| Participant deferral / active EE | $0 | $2,993-100.0% | $4,082-100.0% | $3,470-100.0% |
| Admin fee / account holder | $1,561 | $4,046-61.4% | $5,479-71.5% | $4,887-68.1% |