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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 | $18,720 | $50,947-63.3% | $74,551-74.9% | $64,173-70.8% |
| Participation rate | 100.0% | 61.1%+38.9pp | 69.1%+30.9pp | 69.6%+30.4pp |
| Annual return | 1.08% | -1.85%+2.9pp | 32.53%-31.5pp | 7.63%-6.6pp |
| Employer contribution / active EE | $0 | $1,115-100.0% | $1,961-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,994 | $2,302-13.4% | $3,108-35.9% | $3,470-42.5% |
| Admin fee / account holder | $1,159 | $4,221-72.6% | $5,059-77.1% | $4,887-76.3% |