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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 | $25,990 | $65,082-60.1% | $81,367-68.1% | $59,633-56.4% |
| Participation rate | 97.8% | 76.0%+21.9pp | 82.3%+15.5pp | 68.7%+29.2pp |
| Annual return | 0.31% | 1.16%-0.9pp | -0.92%+1.2pp | 2041.40%-2041.1pp |
| Employer contribution / active EE | $3,035 | $2,934+3.5% | $3,930-22.8% | $2,203+37.8% |
| Participant deferral / active EE | $3,036 | $4,083-25.6% | $5,383-43.6% | $3,192-4.9% |
| Admin fee / account holder | $2,146 | $7,582-71.7% | $8,926-76.0% | $4,297-50.1% |