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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 | $38,880 | $40,275-3.5% | $57,356-32.2% | $59,633-34.8% |
| Participation rate | 100.0% | 69.1%+30.9pp | 75.1%+24.9pp | 68.7%+31.3pp |
| Annual return | 6.73% | 27.52%-20.8pp | 24.41%-17.7pp | 2041.45%-2034.7pp |
| Employer contribution / active EE | $0 | $1,921-100.0% | $2,689-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $5,114 | $2,400+113.1% | $3,162+61.7% | $3,192+60.2% |
| Admin fee / account holder | $4,495 | $2,820+59.4% | $3,357+33.9% | $4,297+4.6% |