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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 | $75,314 | $39,162+92.3% | $100,671-25.2% | $59,633+26.3% |
| Participation rate | 84.0% | 55.9%+28.1pp | 70.7%+13.3pp | 68.7%+15.3pp |
| Annual return | 0.45% | 21.07%-20.6pp | 20.43%-20.0pp | 2041.45%-2041.0pp |
| Employer contribution / active EE | $997 | $1,151-13.3% | $4,012-75.1% | $2,203-54.7% |
| Participant deferral / active EE | $3,607 | $1,992+81.1% | $3,144+14.7% | $3,192+13.0% |
| Admin fee / account holder | $13,438 | $2,969+352.6% | $4,850+177.1% | $4,297+212.7% |