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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 | $22,523 | $54,380-58.6% | $68,509-67.1% | $59,633-62.2% |
| Participation rate | 98.8% | 70.2%+28.6pp | 74.7%+24.1pp | 68.7%+30.1pp |
| Annual return | 0.42% | 2.83%-2.4pp | 8.27%-7.8pp | 2041.45%-2041.0pp |
| Employer contribution / active EE | $1,568 | $1,539+1.9% | $2,278-31.2% | $2,203-28.8% |
| Participant deferral / active EE | $2,525 | $2,643-4.5% | $3,382-25.3% | $3,192-20.9% |
| Admin fee / account holder | $15,431 | $3,885+297.2% | $5,275+192.6% | $4,297+259.1% |