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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 | $51,863 | $64,307-19.4% | $57,349-9.6% | $125,388-58.6% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 83.2%+16.8pp |
| Annual return | 2.04% | 25.14%-23.1pp | 24.40%-22.4pp | 282.24%-280.2pp |
| Employer contribution / active EE | $1,002 | $3,193-68.6% | $2,689-62.7% | $4,866-79.4% |
| Participant deferral / active EE | $2,813 | $3,847-26.9% | $3,162-11.0% | $5,352-47.4% |
| Admin fee / account holder | $493 | $5,242-90.6% | $3,356-85.3% | $9,541-94.8% |