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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 | $33,372 | $64,311-48.1% | $57,356-41.8% | $125,389-73.4% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 83.2%+16.8pp |
| Annual return | 1.80% | 25.14%-23.3pp | 24.41%-22.6pp | 282.24%-280.4pp |
| Employer contribution / active EE | $1,646 | $3,193-48.4% | $2,689-38.8% | $4,866-66.2% |
| Participant deferral / active EE | $1,646 | $3,846-57.2% | $3,162-47.9% | $5,352-69.2% |
| Admin fee / account holder | $2,759 | $5,243-47.4% | $3,357-17.8% | $9,541-71.1% |