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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 | $23,161 | $64,311-64.0% | $57,356-59.6% | $125,389-81.5% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 83.2%+16.8pp |
| Annual return | 0.41% | 25.14%-24.7pp | 24.41%-24.0pp | 282.24%-281.8pp |
| Employer contribution / active EE | $6,034 | $3,193+89.0% | $2,689+124.4% | $4,866+24.0% |
| Participant deferral / active EE | $2,233 | $3,846-42.0% | $3,162-29.4% | $5,352-58.3% |
| Admin fee / account holder | $43,200 | $5,243+723.9% | $3,357+1186.8% | $9,541+352.8% |