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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 | $26,309 | $40,264-34.7% | $57,349-54.1% | $59,633-55.9% |
| Participation rate | 98.6% | 69.2%+29.5pp | 75.1%+23.6pp | 68.7%+30.0pp |
| Annual return | 1.01% | 27.51%-26.5pp | 24.40%-23.4pp | 2041.40%-2040.4pp |
| Employer contribution / active EE | $1,692 | $1,922-12.0% | $2,689-37.1% | $2,203-23.2% |
| Participant deferral / active EE | $0 | $2,400-100.0% | $3,162-100.0% | $3,192-100.0% |
| Admin fee / account holder | $3,875 | $2,819+37.5% | $3,356+15.5% | $4,297-9.8% |