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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 | $34,771 | $40,275-13.7% | $57,356-39.4% | $59,633-41.7% |
| Participation rate | 100.0% | 69.1%+30.9pp | 75.1%+24.9pp | 68.7%+31.3pp |
| Annual return | 1.08% | 27.52%-26.4pp | 24.41%-23.3pp | 2041.45%-2040.4pp |
| Employer contribution / active EE | $1,009 | $1,921-47.5% | $2,689-62.5% | $2,203-54.2% |
| Participant deferral / active EE | $3,607 | $2,400+50.3% | $3,162+14.1% | $3,192+13.0% |
| Admin fee / account holder | $2,056 | $2,820-27.1% | $3,357-38.8% | $4,297-52.1% |