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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 | $70,086 | $39,162+79.0% | $100,671-30.4% | $59,633+17.5% |
| Participation rate | 100.0% | 55.9%+44.1pp | 70.7%+29.3pp | 68.7%+31.3pp |
| Annual return | 1.22% | 21.07%-19.9pp | 20.43%-19.2pp | 2041.45%-2040.2pp |
| Employer contribution / active EE | $905 | $1,151-21.3% | $4,012-77.4% | $2,203-58.9% |
| Participant deferral / active EE | $1,880 | $1,992-5.6% | $3,144-40.2% | $3,192-41.1% |
| Admin fee / account holder | $987 | $2,969-66.8% | $4,850-79.7% | $4,297-77.0% |