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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 | $29,817 | $40,275-26.0% | $57,356-48.0% | $59,633-50.0% |
| Participation rate | 90.6% | 69.1%+21.5pp | 75.1%+15.5pp | 68.7%+22.0pp |
| Annual return | 2.91% | 27.52%-24.6pp | 24.41%-21.5pp | 2041.45%-2038.5pp |
| Employer contribution / active EE | $0 | $1,921-100.0% | $2,689-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $3,053 | $2,400+27.2% | $3,162-3.4% | $3,192-4.3% |
| Admin fee / account holder | $423 | $2,820-85.0% | $3,357-87.4% | $4,297-90.2% |