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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 | $41,304 | $45,152-8.5% | $73,836-44.1% | $59,633-30.7% |
| Participation rate | 100.0% | 64.0%+36.0pp | 73.4%+26.6pp | 68.7%+31.3pp |
| Annual return | 1.55% | 27.40%-25.9pp | 2268.06%-2266.5pp | 2041.45%-2039.9pp |
| Employer contribution / active EE | $0 | $1,901-100.0% | $2,787-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $3,067 | $2,573+19.2% | $3,583-14.4% | $3,192-3.9% |
| Admin fee / account holder | $1,918 | $3,515-45.4% | $4,882-60.7% | $4,297-55.4% |