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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 | $86,191 | $81,258+6.1% | $105,218-18.1% | $59,633+44.5% |
| Participation rate | 98.9% | 75.4%+23.5pp | 77.2%+21.7pp | 68.7%+30.3pp |
| Annual return | 2.79% | 1.96%+0.8pp | 5.33%-2.5pp | 2041.40%-2038.6pp |
| Employer contribution / active EE | $1,743 | $2,562-31.9% | $3,255-46.4% | $2,203-20.8% |
| Participant deferral / active EE | $0 | $3,881-100.0% | $4,867-100.0% | $3,192-100.0% |
| Admin fee / account holder | $3,328 | $5,841-43.0% | $6,992-52.4% | $4,297-22.5% |