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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 | $38,944 | $113,941-65.8% | $94,229-58.7% | $125,389-68.9% |
| Participation rate | 100.0% | 82.9%+17.1pp | 78.8%+21.2pp | 83.2%+16.8pp |
| Annual return | 0.13% | 5.29%-5.2pp | 10.68%-10.6pp | 282.24%-282.1pp |
| Employer contribution / active EE | $2,190 | $4,727-53.7% | $3,587-39.0% | $4,866-55.0% |
| Participant deferral / active EE | $3,903 | $5,179-24.6% | $4,320-9.7% | $5,352-27.1% |
| Admin fee / account holder | $2,224 | $8,392-73.5% | $6,269-64.5% | $9,541-76.7% |