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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 | $29,733-75.3% | $56,025-86.9% | $80,959-90.9% |
| Participation rate | 88.2% | 41.7%+46.5pp | 52.5%+35.7pp | 67.7%+20.6pp |
| Annual return | 10.81% | 35.28%-24.5pp | 1712.69%-1701.9pp | 35.67%-24.9pp |
| Employer contribution / active EE | $619 | $672-7.8% | $1,042-40.5% | $2,757-77.5% |
| Participant deferral / active EE | $0 | $1,229-100.0% | $1,955-100.0% | $4,300-100.0% |
| Admin fee / account holder | $767 | $2,434-68.5% | $2,828-72.9% | $6,925-88.9% |