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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 | $28,064 | $40,275-30.3% | $57,356-51.1% | $59,633-52.9% |
| Participation rate | 100.0% | 69.1%+30.9pp | 75.1%+24.9pp | 68.7%+31.3pp |
| Annual return | 1.78% | 27.52%-25.7pp | 24.41%-22.6pp | 2041.45%-2039.7pp |
| Employer contribution / active EE | $1,805 | $1,921-6.0% | $2,689-32.9% | $2,203-18.0% |
| Participant deferral / active EE | $3,095 | $2,400+29.0% | $3,162-2.1% | $3,192-3.0% |
| Admin fee / account holder | $965 | $2,820-65.8% | $3,357-71.3% | $4,297-77.5% |