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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 | $38,799 | $106,115-63.4% | $85,969-54.9% | $125,389-69.1% |
| Participation rate | 100.0% | 84.1%+15.9pp | 76.5%+23.5pp | 83.2%+16.8pp |
| Annual return | 1.13% | 13.93%-12.8pp | 9.32%-8.2pp | 282.24%-281.1pp |
| Employer contribution / active EE | $1,092 | $4,537-75.9% | $3,474-68.6% | $4,866-77.6% |
| Participant deferral / active EE | $1,258 | $4,859-74.1% | $3,829-67.1% | $5,352-76.5% |
| Admin fee / account holder | $61,593 | $8,144+656.3% | $6,053+917.5% | $9,541+545.6% |