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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 | $55,827 | $72,177-22.7% | $115,038-51.5% | $59,633-6.4% |
| Participation rate | 96.7% | 72.6%+24.1pp | 81.4%+15.3pp | 68.7%+28.0pp |
| Annual return | -0.26% | 12.02%-12.3pp | 26.14%-26.4pp | 2041.45%-2041.7pp |
| Employer contribution / active EE | $2,344 | $2,841-17.5% | $4,608-49.1% | $2,203+6.4% |
| Participant deferral / active EE | $2,233 | $4,783-53.3% | $6,026-63.0% | $3,192-30.0% |
| Admin fee / account holder | $2,663 | $4,927-45.9% | $8,175-67.4% | $4,297-38.0% |