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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 | $22,417 | $39,162-42.8% | $100,671-77.7% | $59,633-62.4% |
| Participation rate | 100.0% | 55.9%+44.1pp | 70.7%+29.3pp | 68.7%+31.3pp |
| Annual return | 2.12% | 21.07%-19.0pp | 20.43%-18.3pp | 2041.45%-2039.3pp |
| Employer contribution / active EE | $1,104 | $1,151-4.1% | $4,012-72.5% | $2,203-49.9% |
| Participant deferral / active EE | $2,455 | $1,992+23.2% | $3,144-21.9% | $3,192-23.1% |
| Admin fee / account holder | $583 | $2,969-80.4% | $4,850-88.0% | $4,297-86.4% |