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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 | $41,773 | $64,311-35.0% | $57,356-27.2% | $125,389-66.7% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 83.2%+16.8pp |
| Annual return | 1.33% | 25.14%-23.8pp | 24.41%-23.1pp | 282.24%-280.9pp |
| Employer contribution / active EE | $2,251 | $3,193-29.5% | $2,689-16.3% | $4,866-53.7% |
| Participant deferral / active EE | $3,191 | $3,846-17.0% | $3,162+0.9% | $5,352-40.4% |
| Admin fee / account holder | $378 | $5,243-92.8% | $3,357-88.7% | $9,541-96.0% |