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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 | $48,526 | $82,028-40.8% | $123,105-60.6% | $59,633-18.6% |
| Participation rate | 91.7% | 83.2%+8.5pp | 86.8%+4.9pp | 68.7%+23.0pp |
| Annual return | 2.98% | 5.12%-2.1pp | 13.22%-10.2pp | 2041.45%-2038.5pp |
| Employer contribution / active EE | $0 | $3,297-100.0% | $5,151-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $2,595 | $4,667-44.4% | $6,229-58.4% | $3,192-18.7% |
| Admin fee / account holder | $4,748 | $5,879-19.2% | $9,014-47.3% | $4,297+10.5% |