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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 | $44,464 | $64,307-30.9% | $57,347-22.5% | $125,393-64.5% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 83.2%+16.8pp |
| Annual return | 1.85% | 25.14%-23.3pp | 24.40%-22.5pp | 282.23%-280.4pp |
| Employer contribution / active EE | $0 | $3,193-100.0% | $2,689-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $3,354 | $3,847-12.8% | $3,162+6.1% | $5,351-37.3% |
| Admin fee / account holder | $1,680 | $5,242-67.9% | $3,356-49.9% | $9,541-82.4% |