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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 | $22,474 | $45,152-50.2% | $73,836-69.6% | $59,633-62.3% |
| Participation rate | 100.0% | 64.0%+36.0pp | 73.4%+26.6pp | 68.7%+31.3pp |
| Annual return | 1.07% | 27.40%-26.3pp | 2268.06%-2267.0pp | 2041.45%-2040.4pp |
| Employer contribution / active EE | $923 | $1,901-51.4% | $2,787-66.9% | $2,203-58.1% |
| Participant deferral / active EE | $2,473 | $2,573-3.9% | $3,583-31.0% | $3,192-22.5% |
| Admin fee / account holder | $4,367 | $3,515+24.2% | $4,882-10.6% | $4,297+1.6% |