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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 | $32,562 | $72,177-54.9% | $115,038-71.7% | $59,633-45.4% |
| Participation rate | 97.4% | 72.6%+24.8pp | 81.4%+16.0pp | 68.7%+28.7pp |
| Annual return | 0.72% | 12.02%-11.3pp | 26.14%-25.4pp | 2041.45%-2040.7pp |
| Employer contribution / active EE | $2,662 | $2,841-6.3% | $4,608-42.2% | $2,203+20.8% |
| Participant deferral / active EE | $4,647 | $4,783-2.8% | $6,026-22.9% | $3,192+45.6% |
| Admin fee / account holder | $7,597 | $4,927+54.2% | $8,175-7.1% | $4,297+76.8% |