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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 | $30,330 | $40,263-24.7% | $57,347-47.1% | $59,632-49.1% |
| Participation rate | 100.0% | 69.2%+30.8pp | 75.1%+24.9pp | 68.7%+31.3pp |
| Annual return | 0.40% | 27.50%-27.1pp | 24.40%-24.0pp | 2041.32%-2040.9pp |
| Employer contribution / active EE | $3,512 | $1,922+82.7% | $2,689+30.6% | $2,203+59.4% |
| Participant deferral / active EE | $733 | $2,400-69.4% | $3,162-76.8% | $3,192-77.0% |
| Admin fee / account holder | $643 | $2,819-77.2% | $3,356-80.8% | $4,297-85.0% |