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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 | $26,986 | $45,152-40.2% | $73,835-63.5% | $59,633-54.7% |
| Participation rate | 88.1% | 64.0%+24.1pp | 73.4%+14.7pp | 68.7%+19.4pp |
| Annual return | 0.89% | 27.40%-26.5pp | 2268.13%-2267.2pp | 2041.40%-2040.5pp |
| Employer contribution / active EE | $2,283 | $1,901+20.1% | $2,788-18.1% | $2,203+3.7% |
| Participant deferral / active EE | $3,063 | $2,573+19.0% | $3,583-14.5% | $3,192-4.0% |
| Admin fee / account holder | $2,678 | $3,515-23.8% | $4,880-45.1% | $4,297-37.7% |