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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 | $33,174 | $39,798-16.6% | $67,704-51.0% | $59,633-44.4% |
| Participation rate | 72.9% | 57.4%+15.6pp | 67.5%+5.4pp | 68.7%+4.2pp |
| Annual return | 3.89% | 89.94%-86.0pp | 25.41%-21.5pp | 2041.45%-2037.6pp |
| Employer contribution / active EE | $3,255 | $1,393+133.7% | $2,559+27.2% | $2,203+47.8% |
| Participant deferral / active EE | $0 | $2,335-100.0% | $3,585-100.0% | $3,192-100.0% |
| Admin fee / account holder | $1,563 | $3,212-51.3% | $4,255-63.3% | $4,297-63.6% |