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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 | $37,891 | $71,873-47.3% | $86,698-56.3% | $68,490-44.7% |
| Participation rate | 98.1% | 72.2%+25.9pp | 76.6%+21.5pp | 67.9%+30.2pp |
| Annual return | 2.28% | 3.54%-1.3pp | 35.96%-33.7pp | -7.85%+10.1pp |
| Employer contribution / active EE | $5,660 | $2,173+160.4% | $2,837+99.5% | $2,597+118.0% |
| Participant deferral / active EE | $0 | $3,779-100.0% | $4,656-100.0% | $4,028-100.0% |
| Admin fee / account holder | $4,420 | $6,110-27.7% | $7,492-41.0% | $5,403-18.2% |