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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 | $22,837 | $40,275-43.3% | $57,356-60.2% | $59,633-61.7% |
| Participation rate | 100.0% | 69.1%+30.9pp | 75.1%+24.9pp | 68.7%+31.3pp |
| Annual return | 1.57% | 27.52%-26.0pp | 24.41%-22.8pp | 2041.45%-2039.9pp |
| Employer contribution / active EE | $4,260 | $1,921+121.7% | $2,689+58.4% | $2,203+93.4% |
| Participant deferral / active EE | $0 | $2,400-100.0% | $3,162-100.0% | $3,192-100.0% |
| Admin fee / account holder | $2,463 | $2,820-12.7% | $3,357-26.6% | $4,297-42.7% |