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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 | $22,497 | $40,275-44.1% | $57,356-60.8% | $59,633-62.3% |
| Participation rate | 82.1% | 69.1%+13.0pp | 75.1%+7.1pp | 68.7%+13.5pp |
| Annual return | 0.07% | 27.52%-27.5pp | 24.41%-24.3pp | 2041.45%-2041.4pp |
| Employer contribution / active EE | $2,457 | $1,921+27.9% | $2,689-8.6% | $2,203+11.6% |
| Participant deferral / active EE | $3,970 | $2,400+65.4% | $3,162+25.6% | $3,192+24.4% |
| Admin fee / account holder | $6,603 | $2,820+134.1% | $3,357+96.7% | $4,297+53.7% |