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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 | $37,090 | $64,311-42.3% | $57,356-35.3% | $125,389-70.4% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 83.2%+16.8pp |
| Annual return | 2.69% | 25.14%-22.4pp | 24.41%-21.7pp | 282.24%-279.5pp |
| Employer contribution / active EE | $2,064 | $3,193-35.4% | $2,689-23.2% | $4,866-57.6% |
| Participant deferral / active EE | $1,903 | $3,846-50.5% | $3,162-39.8% | $5,352-64.4% |
| Admin fee / account holder | $25,182 | $5,243+380.3% | $3,357+650.1% | $9,541+163.9% |