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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 | $40,531 | $103,957-61.0% | $69,182-41.4% | $273,965-85.2% |
| Participation rate | 95.0% | 67.4%+27.6pp | 55.1%+39.9pp | 83.0%+12.0pp |
| Annual return | 2.67% | 35.28%-32.6pp | -21.94%+24.6pp | 41.45%-38.8pp |
| Employer contribution / active EE | $4,250 | $1,781+138.6% | $1,205+252.7% | $4,869-12.7% |
| Participant deferral / active EE | $0 | $2,716-100.0% | $1,896-100.0% | $5,287-100.0% |
| Admin fee / account holder | $2,238 | $3,671-39.0% | $2,697-17.0% | $10,132-77.9% |