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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 | $39,436 | $72,177-45.4% | $115,038-65.7% | $59,633-33.9% |
| Participation rate | 93.1% | 72.6%+20.6pp | 81.4%+11.7pp | 68.7%+24.4pp |
| Annual return | -1.11% | 12.02%-13.1pp | 26.14%-27.3pp | 2041.45%-2042.6pp |
| Employer contribution / active EE | $8,940 | $2,841+214.7% | $4,608+94.0% | $2,203+305.9% |
| Participant deferral / active EE | $3,338 | $4,783-30.2% | $6,026-44.6% | $3,192+4.6% |
| Admin fee / account holder | $16,532 | $4,927+235.5% | $8,175+102.2% | $4,297+284.7% |