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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 | $41,775 | $40,264+3.8% | $57,349-27.2% | $59,633-29.9% |
| Participation rate | 100.0% | 69.2%+30.8pp | 75.1%+24.9pp | 68.7%+31.3pp |
| Annual return | 1.08% | 27.51%-26.4pp | 24.40%-23.3pp | 2041.40%-2040.3pp |
| Employer contribution / active EE | $2,347 | $1,922+22.1% | $2,689-12.7% | $2,203+6.6% |
| Participant deferral / active EE | $0 | $2,400-100.0% | $3,162-100.0% | $3,192-100.0% |
| Admin fee / account holder | $3,398 | $2,819+20.5% | $3,356+1.2% | $4,297-20.9% |