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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 | $61,399 | $40,275+52.5% | $57,356+7.0% | $59,633+3.0% |
| Participation rate | 96.8% | 69.1%+27.6pp | 75.1%+21.7pp | 68.7%+28.1pp |
| Annual return | 0.07% | 27.52%-27.5pp | 24.41%-24.3pp | 2041.45%-2041.4pp |
| Employer contribution / active EE | $1,311 | $1,921-31.8% | $2,689-51.2% | $2,203-40.5% |
| Participant deferral / active EE | $4,779 | $2,400+99.1% | $3,162+51.1% | $3,192+49.7% |
| Admin fee / account holder | $7,710 | $2,820+173.4% | $3,357+129.7% | $4,297+79.4% |