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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 | $30,593 | $39,162-21.9% | $100,671-69.6% | $59,633-48.7% |
| Participation rate | 100.0% | 55.9%+44.1pp | 70.7%+29.3pp | 68.7%+31.3pp |
| Annual return | 0.02% | 21.07%-21.0pp | 20.43%-20.4pp | 2041.45%-2041.4pp |
| Employer contribution / active EE | $351 | $1,151-69.5% | $4,012-91.3% | $2,203-84.1% |
| Participant deferral / active EE | $2,391 | $1,992+20.0% | $3,144-23.9% | $3,192-25.1% |
| Admin fee / account holder | $551 | $2,969-81.4% | $4,850-88.6% | $4,297-87.2% |