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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 | $36,962 | $86,701-57.4% | $73,309-49.6% | $125,389-70.5% |
| Participation rate | 100.0% | 78.6%+21.4pp | 74.9%+25.1pp | 83.2%+16.8pp |
| Annual return | 1.12% | 2.78%-1.7pp | 5.67%-4.6pp | 282.24%-281.1pp |
| Employer contribution / active EE | $1,334 | $4,152-67.9% | $3,237-58.8% | $4,866-72.6% |
| Participant deferral / active EE | $2,249 | $5,549-59.5% | $4,991-54.9% | $5,352-58.0% |
| Admin fee / account holder | $995 | $7,768-87.2% | $5,635-82.3% | $9,541-89.6% |