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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 | $49,802 | $40,275+23.7% | $57,356-13.2% | $59,633-16.5% |
| Participation rate | 100.0% | 69.1%+30.9pp | 75.1%+24.9pp | 68.7%+31.3pp |
| Annual return | 0.96% | 27.52%-26.6pp | 24.41%-23.4pp | 2041.45%-2040.5pp |
| Employer contribution / active EE | $840 | $1,921-56.3% | $2,689-68.8% | $2,203-61.9% |
| Participant deferral / active EE | $2,571 | $2,400+7.1% | $3,162-18.7% | $3,192-19.4% |
| Admin fee / account holder | $10,951 | $2,820+288.3% | $3,357+226.2% | $4,297+154.8% |