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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 | $47,552 | $72,177-34.1% | $115,038-58.7% | $59,633-20.3% |
| Participation rate | 96.3% | 72.6%+23.7pp | 81.4%+14.9pp | 68.7%+27.6pp |
| Annual return | -0.26% | 12.02%-12.3pp | 26.14%-26.4pp | 2041.45%-2041.7pp |
| Employer contribution / active EE | $4,021 | $2,841+41.5% | $4,608-12.7% | $2,203+82.5% |
| Participant deferral / active EE | $0 | $4,783-100.0% | $6,026-100.0% | $3,192-100.0% |
| Admin fee / account holder | $2,746 | $4,927-44.3% | $8,175-66.4% | $4,297-36.1% |