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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 | $34,342 | $40,275-14.7% | $57,356-40.1% | $59,633-42.4% |
| Participation rate | 96.6% | 69.1%+27.4pp | 75.1%+21.5pp | 68.7%+27.9pp |
| Annual return | 2.13% | 27.52%-25.4pp | 24.41%-22.3pp | 2041.45%-2039.3pp |
| Employer contribution / active EE | $1,827 | $1,921-4.9% | $2,689-32.1% | $2,203-17.1% |
| Participant deferral / active EE | $938 | $2,400-60.9% | $3,162-70.3% | $3,192-70.6% |
| Admin fee / account holder | $9,386 | $2,820+232.8% | $3,357+179.6% | $4,297+118.4% |