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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 | $40,966 | $65,704-37.7% | $94,229-56.5% | $59,633-31.3% |
| Participation rate | 95.3% | 72.1%+23.2pp | 78.8%+16.6pp | 68.7%+26.7pp |
| Annual return | -0.88% | 5.22%-6.1pp | 10.68%-11.6pp | 2041.45%-2042.3pp |
| Employer contribution / active EE | $3,225 | $2,021+59.6% | $3,587-10.1% | $2,203+46.4% |
| Participant deferral / active EE | $2,654 | $3,143-15.6% | $4,320-38.6% | $3,192-16.9% |
| Admin fee / account holder | $1,001 | $4,265-76.5% | $6,269-84.0% | $4,297-76.7% |