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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 | $59,194 | $65,704-9.9% | $94,229-37.2% | $59,633-0.7% |
| Participation rate | 100.0% | 72.1%+27.9pp | 78.8%+21.2pp | 68.7%+31.3pp |
| Annual return | 0.35% | 5.22%-4.9pp | 10.68%-10.3pp | 2041.45%-2041.1pp |
| Employer contribution / active EE | $2,006 | $2,021-0.7% | $3,587-44.1% | $2,203-8.9% |
| Participant deferral / active EE | $3,874 | $3,143+23.3% | $4,320-10.3% | $3,192+21.4% |
| Admin fee / account holder | $17,502 | $4,265+310.4% | $6,269+179.2% | $4,297+307.3% |