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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 | $39,036 | $72,177-45.9% | $115,038-66.1% | $59,633-34.5% |
| Participation rate | 100.0% | 72.6%+27.4pp | 81.4%+18.6pp | 68.7%+31.3pp |
| Annual return | 0.57% | 12.02%-11.4pp | 26.14%-25.6pp | 2041.45%-2040.9pp |
| Employer contribution / active EE | $2,151 | $2,841-24.3% | $4,608-53.3% | $2,203-2.3% |
| Participant deferral / active EE | $4,616 | $4,783-3.5% | $6,026-23.4% | $3,192+44.6% |
| Admin fee / account holder | $4,397 | $4,927-10.7% | $8,175-46.2% | $4,297+2.3% |