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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 | $33,938 | $72,177-53.0% | $115,038-70.5% | $59,633-43.1% |
| Participation rate | 90.0% | 72.6%+17.4pp | 81.4%+8.6pp | 68.7%+21.3pp |
| Annual return | 5.69% | 12.02%-6.3pp | 26.14%-20.5pp | 2041.45%-2035.8pp |
| Employer contribution / active EE | $4,374 | $2,841+53.9% | $4,608-5.1% | $2,203+98.6% |
| Participant deferral / active EE | $0 | $4,783-100.0% | $6,026-100.0% | $3,192-100.0% |
| Admin fee / account holder | $2,342 | $4,927-52.5% | $8,175-71.4% | $4,297-45.5% |