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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 | $39,153 | $39,1620% | $100,671-61.1% | $59,633-34.3% |
| Participation rate | 83.7% | 55.9%+27.9pp | 70.7%+13.0pp | 68.7%+15.1pp |
| Annual return | 3.87% | 21.07%-17.2pp | 20.43%-16.6pp | 2041.45%-2037.6pp |
| Employer contribution / active EE | $575 | $1,151-50.0% | $4,012-85.7% | $2,203-73.9% |
| Participant deferral / active EE | $1,529 | $1,992-23.2% | $3,144-51.4% | $3,192-52.1% |
| Admin fee / account holder | $20,011 | $2,969+573.9% | $4,850+312.6% | $4,297+365.7% |