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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 | $38,940 | $40,275-3.3% | $57,356-32.1% | $59,633-34.7% |
| Participation rate | 100.0% | 69.1%+30.9pp | 75.1%+24.9pp | 68.7%+31.3pp |
| Annual return | 1.87% | 27.52%-25.6pp | 24.41%-22.5pp | 2041.45%-2039.6pp |
| Employer contribution / active EE | $0 | $1,921-100.0% | $2,689-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $1,055 | $2,400-56.0% | $3,162-66.6% | $3,192-66.9% |
| Admin fee / account holder | $535 | $2,820-81.0% | $3,357-84.1% | $4,297-87.6% |