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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 | $17,996 | $39,162-54.0% | $100,671-82.1% | $59,633-69.8% |
| Participation rate | 96.2% | 55.9%+40.3pp | 70.7%+25.4pp | 68.7%+27.5pp |
| Annual return | 1.08% | 21.07%-20.0pp | 20.43%-19.4pp | 2041.45%-2040.4pp |
| Employer contribution / active EE | $3,273 | $1,151+184.4% | $4,012-18.4% | $2,203+48.6% |
| Participant deferral / active EE | $0 | $1,992-100.0% | $3,144-100.0% | $3,192-100.0% |
| Admin fee / account holder | $2,795 | $2,969-5.9% | $4,850-42.4% | $4,297-35.0% |