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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 | $37,278 | $39,162-4.8% | $100,671-63.0% | $59,633-37.5% |
| Participation rate | 100.0% | 55.9%+44.1pp | 70.7%+29.3pp | 68.7%+31.3pp |
| Annual return | 1.21% | 21.07%-19.9pp | 20.43%-19.2pp | 2041.45%-2040.2pp |
| Employer contribution / active EE | $2,671 | $1,151+132.2% | $4,012-33.4% | $2,203+21.3% |
| Participant deferral / active EE | $1,078 | $1,992-45.9% | $3,144-65.7% | $3,192-66.2% |
| Admin fee / account holder | $1,401 | $2,969-52.8% | $4,850-71.1% | $4,297-67.4% |