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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 | $26,464 | $45,152-41.4% | $73,835-64.2% | $59,633-55.6% |
| Participation rate | 97.6% | 64.0%+33.6pp | 73.4%+24.1pp | 68.7%+28.9pp |
| Annual return | 1.51% | 27.40%-25.9pp | 2268.13%-2266.6pp | 2041.40%-2039.9pp |
| Employer contribution / active EE | $3,045 | $1,901+60.2% | $2,788+9.2% | $2,203+38.3% |
| Participant deferral / active EE | $0 | $2,573-100.0% | $3,583-100.0% | $3,192-100.0% |
| Admin fee / account holder | $964 | $3,515-72.6% | $4,880-80.2% | $4,297-77.6% |