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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 | $39,731 | $40,263-1.3% | $57,347-30.7% | $59,632-33.4% |
| Participation rate | 98.6% | 69.2%+29.4pp | 75.1%+23.5pp | 68.7%+29.9pp |
| Annual return | 0.00% | 27.50%-27.5pp | 24.40%-24.4pp | 2041.32%-2041.3pp |
| Employer contribution / active EE | $1,887 | $1,922-1.8% | $2,689-29.8% | $2,203-14.3% |
| Participant deferral / active EE | $1,898 | $2,400-20.9% | $3,162-40.0% | $3,192-40.5% |
| Admin fee / account holder | $6,082 | $2,819+115.8% | $3,356+81.2% | $4,297+41.5% |