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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 | $20,856 | $45,152-53.8% | $73,836-71.8% | $59,633-65.0% |
| Participation rate | 100.0% | 64.0%+36.0pp | 73.4%+26.6pp | 68.7%+31.3pp |
| Annual return | 0.99% | 27.40%-26.4pp | 2268.06%-2267.1pp | 2041.45%-2040.5pp |
| Employer contribution / active EE | $902 | $1,901-52.6% | $2,787-67.7% | $2,203-59.1% |
| Participant deferral / active EE | $1,515 | $2,573-41.1% | $3,583-57.7% | $3,192-52.5% |
| Admin fee / account holder | $620 | $3,515-82.4% | $4,882-87.3% | $4,297-85.6% |