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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 | $21,774 | $45,050-51.7% | $63,018-65.4% | $70,126-68.9% |
| Participation rate | 100.0% | 69.5%+30.5pp | 74.8%+25.2pp | 69.5%+30.5pp |
| Annual return | 15.96% | 18.76%-2.8pp | 87.62%-71.7pp | 73.15%-57.2pp |
| Employer contribution / active EE | $3,120 | $2,052+52.0% | $2,761+13.0% | $2,343+33.2% |
| Participant deferral / active EE | $0 | $2,466-100.0% | $3,330-100.0% | $3,332-100.0% |
| Admin fee / account holder | $1,209 | $2,834-57.4% | $3,601-66.4% | $4,645-74.0% |