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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 | $25,117 | $49,177-48.9% | $79,467-68.4% | $64,173-60.9% |
| Participation rate | 100.0% | 65.0%+35.0pp | 73.3%+26.7pp | 69.6%+30.4pp |
| Annual return | 1.26% | -1.16%+2.4pp | 718.30%-717.0pp | 7.63%-6.4pp |
| Employer contribution / active EE | $3,727 | $2,076+79.5% | $2,800+33.1% | $2,381+56.5% |
| Participant deferral / active EE | $6,213 | $2,821+120.2% | $3,704+67.8% | $3,470+79.1% |
| Admin fee / account holder | $30,733 | $3,839+700.6% | $5,104+502.1% | $4,887+528.8% |