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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 | $57,105 | $82,028-30.4% | $123,105-53.6% | $59,633-4.2% |
| Participation rate | 93.2% | 83.2%+10.0pp | 86.8%+6.4pp | 68.7%+24.5pp |
| Annual return | -0.84% | 5.12%-6.0pp | 13.22%-14.1pp | 2041.45%-2042.3pp |
| Employer contribution / active EE | $3,924 | $3,297+19.0% | $5,151-23.8% | $2,203+78.1% |
| Participant deferral / active EE | $0 | $4,667-100.0% | $6,229-100.0% | $3,192-100.0% |
| Admin fee / account holder | $17,744 | $5,879+201.8% | $9,014+96.8% | $4,297+312.9% |