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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 | $41,403 | $65,704-37.0% | $94,229-56.1% | $59,633-30.6% |
| Participation rate | 100.0% | 72.1%+27.9pp | 78.8%+21.2pp | 68.7%+31.3pp |
| Annual return | 5.99% | 5.22%+0.8pp | 10.68%-4.7pp | 2041.45%-2035.5pp |
| Employer contribution / active EE | $862 | $2,021-57.3% | $3,587-76.0% | $2,203-60.9% |
| Participant deferral / active EE | $0 | $3,143-100.0% | $4,320-100.0% | $3,192-100.0% |
| Admin fee / account holder | $640 | $4,265-85.0% | $6,269-89.8% | $4,297-85.1% |