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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 | $39,745 | $40,275-1.3% | $57,356-30.7% | $59,633-33.4% |
| Participation rate | 100.0% | 69.1%+30.9pp | 75.1%+24.9pp | 68.7%+31.3pp |
| Annual return | 1.54% | 27.52%-26.0pp | 24.41%-22.9pp | 2041.45%-2039.9pp |
| Employer contribution / active EE | $1,488 | $1,921-22.6% | $2,689-44.7% | $2,203-32.5% |
| Participant deferral / active EE | $1,488 | $2,400-38.0% | $3,162-52.9% | $3,192-53.4% |
| Admin fee / account holder | $521 | $2,820-81.5% | $3,357-84.5% | $4,297-87.9% |