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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 | $26,393 | $52,911-50.1% | $73,309-64.0% | $59,633-55.7% |
| Participation rate | 96.7% | 68.2%+28.4pp | 74.9%+21.8pp | 68.7%+28.0pp |
| Annual return | 0.91% | 12.20%-11.3pp | 5.67%-4.8pp | 2041.40%-2040.5pp |
| Employer contribution / active EE | $1,767 | $1,909-7.4% | $3,237-45.4% | $2,203-19.8% |
| Participant deferral / active EE | $0 | $4,069-100.0% | $4,991-100.0% | $3,192-100.0% |
| Admin fee / account holder | $3,170 | $3,835-17.3% | $5,635-43.7% | $4,297-26.2% |