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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 | $16,913 | $57,350-70.5% | $83,850-79.8% | $64,181-73.6% |
| Participation rate | 100.0% | 68.6%+31.4pp | 76.1%+23.9pp | 69.6%+30.4pp |
| Annual return | 0.87% | 11.38%-10.5pp | 850.92%-850.1pp | 7.63%-6.8pp |
| Employer contribution / active EE | $2,036 | $2,545-20.0% | $3,631-43.9% | $2,381-14.5% |
| Participant deferral / active EE | $0 | $2,993-100.0% | $4,082-100.0% | $3,470-100.0% |
| Admin fee / account holder | $708 | $4,046-82.5% | $5,478-87.1% | $4,887-85.5% |