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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 | $51,649 | $39,162+31.9% | $100,671-48.7% | $59,633-13.4% |
| Participation rate | 97.1% | 55.9%+41.2pp | 70.7%+26.4pp | 68.7%+28.4pp |
| Annual return | -2.25% | 21.07%-23.3pp | 20.43%-22.7pp | 2041.45%-2043.7pp |
| Employer contribution / active EE | $3,886 | $1,151+237.7% | $4,012-3.1% | $2,203+76.4% |
| Participant deferral / active EE | $0 | $1,992-100.0% | $3,144-100.0% | $3,192-100.0% |
| Admin fee / account holder | $1,375 | $2,969-53.7% | $4,850-71.6% | $4,297-68.0% |