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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 | $55,699 | $72,177-22.8% | $115,037-51.6% | $59,632-6.6% |
| Participation rate | 96.2% | 72.6%+23.6pp | 81.4%+14.8pp | 68.7%+27.5pp |
| Annual return | 0.94% | 12.02%-11.1pp | 26.14%-25.2pp | 2041.32%-2040.4pp |
| Employer contribution / active EE | $3,118 | $2,841+9.8% | $4,608-32.3% | $2,203+41.6% |
| Participant deferral / active EE | $8,199 | $4,783+71.4% | $6,026+36.1% | $3,192+156.9% |
| Admin fee / account holder | $23,771 | $4,927+382.5% | $8,175+190.8% | $4,297+453.2% |