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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 | $34,344 | $45,438-24.4% | $80,004-57.1% | $59,633-42.4% |
| Participation rate | 100.0% | 63.7%+36.3pp | 73.0%+27.0pp | 68.7%+31.3pp |
| Annual return | 1.51% | 5.10%-3.6pp | 7.63%-6.1pp | 2041.45%-2039.9pp |
| Employer contribution / active EE | $0 | $1,236-100.0% | $2,473-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $4,246 | $2,231+90.3% | $3,204+32.5% | $3,192+33.0% |
| Admin fee / account holder | $2,365 | $3,464-31.7% | $5,033-53.0% | $4,297-45.0% |