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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 | $39,330 | $45,152-12.9% | $73,835-46.7% | $59,633-34.0% |
| Participation rate | 96.0% | 64.0%+32.0pp | 73.4%+22.6pp | 68.7%+27.3pp |
| Annual return | 1.31% | 27.40%-26.1pp | 2268.13%-2266.8pp | 2041.40%-2040.1pp |
| Employer contribution / active EE | $0 | $1,901-100.0% | $2,788-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $7,905 | $2,573+207.2% | $3,583+120.6% | $3,192+147.7% |
| Admin fee / account holder | $1,133 | $3,515-67.8% | $4,880-76.8% | $4,297-73.6% |