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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 | $24,470 | $52,911-53.8% | $73,309-66.6% | $59,633-59.0% |
| Participation rate | 97.7% | 68.2%+29.5pp | 74.9%+22.8pp | 68.7%+29.0pp |
| Annual return | 0.69% | 12.20%-11.5pp | 5.67%-5.0pp | 2041.45%-2040.8pp |
| Employer contribution / active EE | $0 | $1,909-100.0% | $3,237-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $2,287 | $4,069-43.8% | $4,991-54.2% | $3,192-28.4% |
| Admin fee / account holder | $680 | $3,835-82.3% | $5,635-87.9% | $4,297-84.2% |