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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 | $30,681 | $65,704-53.3% | $94,229-67.4% | $59,633-48.5% |
| Participation rate | 100.0% | 72.1%+27.9pp | 78.8%+21.2pp | 68.7%+31.3pp |
| Annual return | 0.80% | 5.22%-4.4pp | 10.68%-9.9pp | 2041.45%-2040.7pp |
| Employer contribution / active EE | $874 | $2,021-56.7% | $3,587-75.6% | $2,203-60.3% |
| Participant deferral / active EE | $4,888 | $3,143+55.5% | $4,320+13.1% | $3,192+53.1% |
| Admin fee / account holder | $1,134 | $4,265-73.4% | $6,269-81.9% | $4,297-73.6% |