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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 | $50,713 | $39,162+29.5% | $100,671-49.6% | $59,633-15.0% |
| Participation rate | 98.8% | 55.9%+42.9pp | 70.7%+28.1pp | 68.7%+30.1pp |
| Annual return | 0.76% | 21.07%-20.3pp | 20.43%-19.7pp | 2041.45%-2040.7pp |
| Employer contribution / active EE | $1,798 | $1,151+56.2% | $4,012-55.2% | $2,203-18.4% |
| Participant deferral / active EE | $2,147 | $1,992+7.8% | $3,144-31.7% | $3,192-32.7% |
| Admin fee / account holder | $1,301 | $2,969-56.2% | $4,850-73.2% | $4,297-69.7% |