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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 | $39,724 | $39,162+1.4% | $100,671-60.5% | $59,632-33.4% |
| Participation rate | 88.9% | 55.9%+33.0pp | 70.7%+18.2pp | 68.7%+20.2pp |
| Annual return | 0.61% | 21.07%-20.5pp | 20.43%-19.8pp | 2041.32%-2040.7pp |
| Employer contribution / active EE | $5,684 | $1,151+394.0% | $4,012+41.7% | $2,203+158.0% |
| Participant deferral / active EE | $3,296 | $1,992+65.5% | $3,144+4.8% | $3,192+3.3% |
| Admin fee / account holder | $14,495 | $2,969+388.1% | $4,850+198.9% | $4,297+237.3% |