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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 | $38,579 | $45,152-14.6% | $73,836-47.8% | $59,633-35.3% |
| Participation rate | 100.0% | 64.0%+36.0pp | 73.4%+26.6pp | 68.7%+31.3pp |
| Annual return | 0.60% | 27.40%-26.8pp | 2268.06%-2267.5pp | 2041.45%-2040.9pp |
| Employer contribution / active EE | $1,415 | $1,901-25.6% | $2,787-49.2% | $2,203-35.8% |
| Participant deferral / active EE | $5,028 | $2,573+95.4% | $3,583+40.3% | $3,192+57.5% |
| Admin fee / account holder | $888 | $3,515-74.7% | $4,882-81.8% | $4,297-79.3% |