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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 | $41,548 | $45,152-8.0% | $73,836-43.7% | $59,633-30.3% |
| Participation rate | 100.0% | 64.0%+36.0pp | 73.4%+26.6pp | 68.7%+31.3pp |
| Annual return | 2.16% | 27.40%-25.2pp | 2268.06%-2265.9pp | 2041.45%-2039.3pp |
| Employer contribution / active EE | $1,254 | $1,901-34.0% | $2,787-55.0% | $2,203-43.1% |
| Participant deferral / active EE | $0 | $2,573-100.0% | $3,583-100.0% | $3,192-100.0% |
| Admin fee / account holder | $7,609 | $3,515+116.5% | $4,882+55.9% | $4,297+77.1% |