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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 | $31,849 | $45,152-29.5% | $73,836-56.9% | $59,633-46.6% |
| Participation rate | 95.2% | 64.0%+31.1pp | 73.4%+21.7pp | 68.7%+26.5pp |
| Annual return | 0.99% | 27.40%-26.4pp | 2268.06%-2267.1pp | 2041.45%-2040.5pp |
| Employer contribution / active EE | $0 | $1,901-100.0% | $2,787-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $3,554 | $2,573+38.1% | $3,583-0.8% | $3,192+11.3% |
| Admin fee / account holder | $2,322 | $3,515-33.9% | $4,882-52.4% | $4,297-46.0% |