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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 | $31,077 | $59,332-47.6% | $90,223-65.6% | $59,633-47.9% |
| Participation rate | 93.8% | 71.9%+21.9pp | 79.0%+14.8pp | 68.7%+25.2pp |
| Annual return | 1.00% | 3.25%-2.3pp | 1.31%-0.3pp | 2041.45%-2040.5pp |
| Employer contribution / active EE | $2,076 | $3,031-31.5% | $4,378-52.6% | $2,203-5.7% |
| Participant deferral / active EE | $4,268 | $4,369-2.3% | $5,792-26.3% | $3,192+33.7% |
| Admin fee / account holder | $16,806 | $5,032+234.0% | $7,406+126.9% | $4,297+291.1% |