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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 | $46,028 | $50,947-9.7% | $74,549-38.3% | $64,173-28.3% |
| Participation rate | 98.3% | 61.1%+37.2pp | 69.1%+29.1pp | 69.6%+28.7pp |
| Annual return | 4.81% | -1.85%+6.7pp | 32.53%-27.7pp | 7.63%-2.8pp |
| Employer contribution / active EE | $4,200 | $1,115+276.5% | $1,961+114.2% | $2,381+76.4% |
| Participant deferral / active EE | $0 | $2,302-100.0% | $3,108-100.0% | $3,470-100.0% |
| Admin fee / account holder | $2,911 | $4,221-31.0% | $5,059-42.5% | $4,887-40.4% |