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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 | $33,013 | $45,152-26.9% | $73,843-55.3% | $59,632-44.6% |
| Participation rate | 77.8% | 64.0%+13.8pp | 73.4%+4.3pp | 68.7%+9.1pp |
| Annual return | 0.55% | 27.40%-26.9pp | 2267.91%-2267.4pp | 2041.32%-2040.8pp |
| Employer contribution / active EE | $1,890 | $1,902-0.6% | $2,787-32.2% | $2,203-14.2% |
| Participant deferral / active EE | $5,101 | $2,574+98.2% | $3,583+42.4% | $3,192+59.8% |
| Admin fee / account holder | $3,207 | $3,516-8.8% | $4,880-34.3% | $4,297-25.4% |