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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 | $25,853 | $39,162-34.0% | $100,671-74.3% | $59,633-56.6% |
| Participation rate | 100.0% | 55.9%+44.1pp | 70.7%+29.3pp | 68.7%+31.3pp |
| Annual return | 2.34% | 21.07%-18.7pp | 20.43%-18.1pp | 2041.40%-2039.1pp |
| Employer contribution / active EE | $1,505 | $1,151+30.8% | $4,012-62.5% | $2,203-31.7% |
| Participant deferral / active EE | $0 | $1,992-100.0% | $3,144-100.0% | $3,192-100.0% |
| Admin fee / account holder | $3,341 | $2,969+12.5% | $4,850-31.1% | $4,297-22.2% |