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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 | $38,052 | $40,263-5.5% | $57,347-33.6% | $59,632-36.2% |
| Participation rate | 100.0% | 69.2%+30.8pp | 75.1%+24.9pp | 68.7%+31.3pp |
| Annual return | 1.67% | 27.50%-25.8pp | 24.40%-22.7pp | 2041.32%-2039.6pp |
| Employer contribution / active EE | $0 | $1,922-100.0% | $2,689-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $4,060 | $2,400+69.2% | $3,162+28.4% | $3,192+27.2% |
| Admin fee / account holder | $692 | $2,819-75.4% | $3,356-79.4% | $4,297-83.9% |