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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 | $41,242 | $39,162+5.3% | $100,671-59.0% | $59,633-30.8% |
| Participation rate | 96.8% | 55.9%+40.9pp | 70.7%+26.1pp | 68.7%+28.1pp |
| Annual return | 1.73% | 21.07%-19.3pp | 20.43%-18.7pp | 2041.45%-2039.7pp |
| Employer contribution / active EE | $1,571 | $1,151+36.5% | $4,012-60.8% | $2,203-28.7% |
| Participant deferral / active EE | $3,011 | $1,992+51.2% | $3,144-4.2% | $3,192-5.7% |
| Admin fee / account holder | $13,701 | $2,969+361.4% | $4,850+182.5% | $4,297+218.9% |