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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 | $52,486 | $82,028-36.0% | $123,105-57.4% | $59,633-12.0% |
| Participation rate | 89.3% | 83.2%+6.1pp | 86.8%+2.5pp | 68.7%+20.6pp |
| Annual return | 1.73% | 5.12%-3.4pp | 13.22%-11.5pp | 2041.45%-2039.7pp |
| Employer contribution / active EE | $4,071 | $3,297+23.5% | $5,151-21.0% | $2,203+84.8% |
| Participant deferral / active EE | $0 | $4,667-100.0% | $6,229-100.0% | $3,192-100.0% |
| Admin fee / account holder | $4,303 | $5,879-26.8% | $9,014-52.3% | $4,297+0.1% |