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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 | $40,888 | $40,275+1.5% | $57,356-28.7% | $59,633-31.4% |
| Participation rate | 98.2% | 69.1%+29.1pp | 75.1%+23.1pp | 68.7%+29.5pp |
| Annual return | 1.52% | 27.52%-26.0pp | 24.41%-22.9pp | 2041.45%-2039.9pp |
| Employer contribution / active EE | $3,544 | $1,921+84.5% | $2,689+31.8% | $2,203+60.9% |
| Participant deferral / active EE | $1,815 | $2,400-24.4% | $3,162-42.6% | $3,192-43.1% |
| Admin fee / account holder | $20,846 | $2,820+639.1% | $3,357+520.9% | $4,297+385.1% |