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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 | $25,963 | $65,704-60.5% | $94,229-72.4% | $59,633-56.5% |
| Participation rate | 100.0% | 72.1%+27.9pp | 78.8%+21.2pp | 68.7%+31.3pp |
| Annual return | 3.66% | 5.22%-1.6pp | 10.68%-7.0pp | 2041.45%-2037.8pp |
| Employer contribution / active EE | $1,211 | $2,021-40.1% | $3,587-66.3% | $2,203-45.0% |
| Participant deferral / active EE | $2,933 | $3,143-6.7% | $4,320-32.1% | $3,192-8.1% |
| Admin fee / account holder | $828 | $4,265-80.6% | $6,269-86.8% | $4,297-80.7% |