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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 | $41,946 | $40,264+4.2% | $57,349-26.9% | $59,633-29.7% |
| Participation rate | 94.3% | 69.2%+25.1pp | 75.1%+19.2pp | 68.7%+25.6pp |
| Annual return | 0.88% | 27.51%-26.6pp | 24.40%-23.5pp | 2041.40%-2040.5pp |
| Employer contribution / active EE | $0 | $1,922-100.0% | $2,689-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $4,505 | $2,400+87.7% | $3,162+42.5% | $3,192+41.2% |
| Admin fee / account holder | $3,786 | $2,819+34.3% | $3,356+12.8% | $4,297-11.9% |