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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 | $29,438 | $64,311-54.2% | $57,356-48.7% | $125,389-76.5% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 83.2%+16.8pp |
| Annual return | 0.32% | 25.14%-24.8pp | 24.41%-24.1pp | 282.24%-281.9pp |
| Employer contribution / active EE | $1,192 | $3,193-62.7% | $2,689-55.7% | $4,866-75.5% |
| Participant deferral / active EE | $6,359 | $3,846+65.3% | $3,162+101.1% | $5,352+18.8% |
| Admin fee / account holder | $1,489 | $5,243-71.6% | $3,357-55.6% | $9,541-84.4% |