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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 | $26,050 | $39,162-33.5% | $100,671-74.1% | $59,633-56.3% |
| Participation rate | 100.0% | 55.9%+44.1pp | 70.7%+29.3pp | 68.7%+31.3pp |
| Annual return | -1.98% | 21.07%-23.1pp | 20.43%-22.4pp | 2041.40%-2043.4pp |
| Employer contribution / active EE | $867 | $1,151-24.6% | $4,012-78.4% | $2,203-60.6% |
| Participant deferral / active EE | $1,735 | $1,992-12.9% | $3,144-44.8% | $3,192-45.7% |
| Admin fee / account holder | $598 | $2,969-79.8% | $4,850-87.7% | $4,297-86.1% |