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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 | $46,774 | $56,197-16.8% | $67,652-30.9% | $59,633-21.6% |
| Participation rate | 100.0% | 71.5%+28.5pp | 75.7%+24.3pp | 68.7%+31.3pp |
| Annual return | 0.40% | 18508.10%-18507.7pp | 6625.40%-6625.0pp | 2041.45%-2041.0pp |
| Employer contribution / active EE | $1,269 | $1,615-21.4% | $2,266-44.0% | $2,203-42.4% |
| Participant deferral / active EE | $1,723 | $2,844-39.4% | $3,560-51.6% | $3,192-46.0% |
| Admin fee / account holder | $1,058 | $3,958-73.3% | $4,821-78.1% | $4,297-75.4% |