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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 | $49,429 | $65,703-24.8% | $94,228-47.5% | $59,633-17.1% |
| Participation rate | 92.6% | 72.1%+20.5pp | 78.8%+13.8pp | 68.7%+23.9pp |
| Annual return | 0.54% | 5.22%-4.7pp | 10.68%-10.1pp | 2041.40%-2040.9pp |
| Employer contribution / active EE | $574 | $2,021-71.6% | $3,587-84.0% | $2,203-73.9% |
| Participant deferral / active EE | $2,687 | $3,143-14.5% | $4,320-37.8% | $3,192-15.8% |
| Admin fee / account holder | $4,246 | $4,264-0.4% | $6,269-32.3% | $4,297-1.2% |