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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 | $32,196 | $40,275-20.1% | $57,356-43.9% | $59,633-46.0% |
| Participation rate | 100.0% | 69.1%+30.9pp | 75.1%+24.9pp | 68.7%+31.3pp |
| Annual return | 3.47% | 27.52%-24.0pp | 24.41%-20.9pp | 2041.45%-2038.0pp |
| Employer contribution / active EE | $1,904 | $1,921-0.9% | $2,689-29.2% | $2,203-13.6% |
| Participant deferral / active EE | $1,753 | $2,400-27.0% | $3,162-44.6% | $3,192-45.1% |
| Admin fee / account holder | $2,253 | $2,820-20.1% | $3,357-32.9% | $4,297-47.6% |