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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 | $22,258 | $40,275-44.7% | $57,356-61.2% | $59,633-62.7% |
| Participation rate | 98.5% | 69.1%+29.4pp | 75.1%+23.4pp | 68.7%+29.9pp |
| Annual return | 1.52% | 27.52%-26.0pp | 24.41%-22.9pp | 2041.45%-2039.9pp |
| Employer contribution / active EE | $1,934 | $1,921+0.6% | $2,689-28.1% | $2,203-12.2% |
| Participant deferral / active EE | $0 | $2,400-100.0% | $3,162-100.0% | $3,192-100.0% |
| Admin fee / account holder | $1,189 | $2,820-57.9% | $3,357-64.6% | $4,297-72.3% |