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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 | $39,612 | $40,275-1.6% | $57,356-30.9% | $59,633-33.6% |
| Participation rate | 80.6% | 69.1%+11.5pp | 75.1%+5.6pp | 68.7%+12.0pp |
| Annual return | 1.36% | 27.52%-26.2pp | 24.41%-23.1pp | 2041.45%-2040.1pp |
| Employer contribution / active EE | $0 | $1,921-100.0% | $2,689-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $2,316 | $2,400-3.5% | $3,162-26.7% | $3,192-27.4% |
| Admin fee / account holder | $10,267 | $2,820+264.0% | $3,357+205.8% | $4,297+138.9% |