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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 | $42,806 | $52,911-19.1% | $73,309-41.6% | $59,633-28.2% |
| Participation rate | 83.3% | 68.2%+15.1pp | 74.9%+8.4pp | 68.7%+14.7pp |
| Annual return | 1.76% | 12.20%-10.4pp | 5.67%-3.9pp | 2041.40%-2039.6pp |
| Employer contribution / active EE | $1,092 | $1,909-42.8% | $3,237-66.3% | $2,203-50.4% |
| Participant deferral / active EE | $2,658 | $4,069-34.7% | $4,991-46.7% | $3,192-16.7% |
| Admin fee / account holder | $36,948 | $3,835+863.5% | $5,635+555.7% | $4,297+759.8% |