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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 | $25,971 | $40,275-35.5% | $57,356-54.7% | $59,633-56.4% |
| Participation rate | 100.0% | 69.1%+30.9pp | 75.1%+24.9pp | 68.7%+31.3pp |
| Annual return | 1.17% | 27.52%-26.4pp | 24.41%-23.2pp | 2041.45%-2040.3pp |
| Employer contribution / active EE | $0 | $1,921-100.0% | $2,689-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $3,650 | $2,400+52.1% | $3,162+15.4% | $3,192+14.4% |
| Admin fee / account holder | $3,396 | $2,820+20.4% | $3,357+1.1% | $4,297-21.0% |