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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 | $20,086 | $40,275-50.1% | $57,356-65.0% | $59,633-66.3% |
| Participation rate | 100.0% | 69.1%+30.9pp | 75.1%+24.9pp | 68.7%+31.3pp |
| Annual return | 0.40% | 27.52%-27.1pp | 24.41%-24.0pp | 2041.45%-2041.1pp |
| Employer contribution / active EE | $626 | $1,921-67.4% | $2,689-76.7% | $2,203-71.6% |
| Participant deferral / active EE | $2,140 | $2,400-10.8% | $3,162-32.3% | $3,192-33.0% |
| Admin fee / account holder | $2,439 | $2,820-13.5% | $3,357-27.3% | $4,297-43.2% |