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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 | $26,193 | $52,678-50.3% | $75,784-65.4% | $59,633-56.1% |
| Participation rate | 92.0% | 67.2%+24.8pp | 75.8%+16.2pp | 68.7%+23.3pp |
| Annual return | 0.07% | 2.95%-2.9pp | 9.68%-9.6pp | 2041.45%-2041.4pp |
| Employer contribution / active EE | $2,719 | $2,193+23.9% | $3,323-18.2% | $2,203+23.4% |
| Participant deferral / active EE | $6,187 | $2,591+138.8% | $3,652+69.4% | $3,192+93.8% |
| Admin fee / account holder | $6,538 | $3,610+81.1% | $5,300+23.4% | $4,297+52.2% |