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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 | $50,810 | $75,832-33.0% | $147,617-65.6% | $59,633-14.8% |
| Participation rate | 100.0% | 71.6%+28.4pp | 84.6%+15.4pp | 68.7%+31.3pp |
| Annual return | 2.75% | 0.37%+2.4pp | 61.98%-59.2pp | 2041.45%-2038.7pp |
| Employer contribution / active EE | $1,786 | $3,485-48.7% | $5,564-67.9% | $2,203-18.9% |
| Participant deferral / active EE | $3,028 | $3,131-3.3% | $4,895-38.1% | $3,192-5.1% |
| Admin fee / account holder | $1,589 | $5,986-73.5% | $11,612-86.3% | $4,297-63.0% |