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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 | $36,942 | $72,177-48.8% | $115,038-67.9% | $59,633-38.1% |
| Participation rate | 93.9% | 72.6%+21.3pp | 81.4%+12.5pp | 68.7%+25.2pp |
| Annual return | 1.74% | 12.02%-10.3pp | 26.14%-24.4pp | 2041.45%-2039.7pp |
| Employer contribution / active EE | $0 | $2,841-100.0% | $4,608-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $4,152 | $4,783-13.2% | $6,026-31.1% | $3,192+30.1% |
| Admin fee / account holder | $1,317 | $4,927-73.3% | $8,175-83.9% | $4,297-69.4% |