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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 | $35,870 | $140,578-74.5% | $100,671-64.4% | $125,388-71.4% |
| Participation rate | 95.0% | 80.4%+14.6pp | 70.7%+24.3pp | 83.2%+11.8pp |
| Annual return | 0.02% | 24.67%-24.7pp | 20.43%-20.4pp | 282.24%-282.2pp |
| Employer contribution / active EE | $3,477 | $5,965-41.7% | $4,012-13.4% | $4,866-28.6% |
| Participant deferral / active EE | $0 | $3,981-100.0% | $3,144-100.0% | $5,352-100.0% |
| Admin fee / account holder | $3,940 | $6,716-41.3% | $4,850-18.8% | $9,541-58.7% |