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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 | $31,634 | $65,704-51.9% | $94,229-66.4% | $59,633-47.0% |
| Participation rate | 100.0% | 72.1%+27.9pp | 78.8%+21.2pp | 68.7%+31.3pp |
| Annual return | 0.10% | 5.22%-5.1pp | 10.68%-10.6pp | 2041.45%-2041.3pp |
| Employer contribution / active EE | $888 | $2,021-56.1% | $3,587-75.3% | $2,203-59.7% |
| Participant deferral / active EE | $2,637 | $3,143-16.1% | $4,320-39.0% | $3,192-17.4% |
| Admin fee / account holder | $2,290 | $4,265-46.3% | $6,269-63.5% | $4,297-46.7% |