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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 | $26,094 | $45,152-42.2% | $73,836-64.7% | $59,633-56.2% |
| Participation rate | 100.0% | 64.0%+36.0pp | 73.4%+26.6pp | 68.7%+31.3pp |
| Annual return | 0.58% | 27.40%-26.8pp | 2268.06%-2267.5pp | 2041.45%-2040.9pp |
| Employer contribution / active EE | $1,500 | $1,901-21.1% | $2,787-46.2% | $2,203-31.9% |
| Participant deferral / active EE | $0 | $2,573-100.0% | $3,583-100.0% | $3,192-100.0% |
| Admin fee / account holder | $3,316 | $3,515-5.6% | $4,882-32.1% | $4,297-22.8% |