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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 | $46,645 | $54,320-14.1% | $67,652-31.1% | $52,331-10.9% |
| Participation rate | 99.1% | 73.6%+25.5pp | 75.7%+23.4pp | 68.1%+31.0pp |
| Annual return | -0.38% | 6.81%-7.2pp | 6625.40%-6625.8pp | 4.54%-4.9pp |
| Employer contribution / active EE | $1,725 | $1,544+11.8% | $2,266-23.8% | $1,882-8.3% |
| Participant deferral / active EE | $3,507 | $2,950+18.9% | $3,560-1.5% | $3,022+16.0% |
| Admin fee / account holder | $1,787 | $527+239.4% | $4,821-62.9% | $592+202.1% |