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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 | $31,550 | $45,152-30.1% | $73,836-57.3% | $59,633-47.1% |
| Participation rate | 98.7% | 64.0%+34.6pp | 73.4%+25.2pp | 68.7%+30.0pp |
| Annual return | 0.07% | 27.40%-27.3pp | 2268.06%-2268.0pp | 2041.45%-2041.4pp |
| Employer contribution / active EE | $3,213 | $1,901+69.0% | $2,787+15.3% | $2,203+45.9% |
| Participant deferral / active EE | $1,937 | $2,573-24.7% | $3,583-45.9% | $3,192-39.3% |
| Admin fee / account holder | $3,616 | $3,515+2.9% | $4,882-25.9% | $4,297-15.9% |