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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 | $39,465 | $65,704-39.9% | $94,229-58.1% | $59,633-33.8% |
| Participation rate | 100.0% | 72.1%+27.9pp | 78.8%+21.2pp | 68.7%+31.3pp |
| Annual return | 1.82% | 5.22%-3.4pp | 10.68%-8.9pp | 2041.45%-2039.6pp |
| Employer contribution / active EE | $4,929 | $2,021+143.9% | $3,587+37.4% | $2,203+123.8% |
| Participant deferral / active EE | $4,491 | $3,143+42.9% | $4,320+4.0% | $3,192+40.7% |
| Admin fee / account holder | $2,984 | $4,265-30.0% | $6,269-52.4% | $4,297-30.5% |