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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 | $7,359 | $29,716-75.2% | $56,077-86.9% | $80,925-90.9% |
| Participation rate | 88.2% | 41.7%+46.5pp | 52.5%+35.7pp | 67.7%+20.6pp |
| Annual return | 10.81% | 35.30%-24.5pp | 1709.28%-1698.5pp | 35.65%-24.8pp |
| Employer contribution / active EE | $619 | $671-7.7% | $1,040-40.5% | $2,756-77.5% |
| Participant deferral / active EE | $0 | $1,228-100.0% | $1,954-100.0% | $4,299-100.0% |
| Admin fee / account holder | $767 | $2,432-68.5% | $2,825-72.8% | $6,940-88.9% |