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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 | $27,607 | $64,311-57.1% | $57,356-51.9% | $125,389-78.0% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 83.2%+16.8pp |
| Annual return | 1.01% | 25.14%-24.1pp | 24.41%-23.4pp | 282.24%-281.2pp |
| Employer contribution / active EE | $6,209 | $3,193+94.5% | $2,689+130.9% | $4,866+27.6% |
| Participant deferral / active EE | $1,290 | $3,846-66.5% | $3,162-59.2% | $5,352-75.9% |
| Admin fee / account holder | $2,259 | $5,243-56.9% | $3,357-32.7% | $9,541-76.3% |