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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 | $57,096 | $72,177-20.9% | $115,038-50.4% | $59,633-4.3% |
| Participation rate | 90.7% | 72.6%+18.2pp | 81.4%+9.4pp | 68.7%+22.1pp |
| Annual return | 0.92% | 12.02%-11.1pp | 26.14%-25.2pp | 2041.45%-2040.5pp |
| Employer contribution / active EE | $1,497 | $2,841-47.3% | $4,608-67.5% | $2,203-32.0% |
| Participant deferral / active EE | $0 | $4,783-100.0% | $6,026-100.0% | $3,192-100.0% |
| Admin fee / account holder | $3,835 | $4,927-22.2% | $8,175-53.1% | $4,297-10.7% |