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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 | $49,580 | $93,131-46.8% | $106,555-53.5% | $86,821-42.9% |
| Participation rate | 99.3% | 81.4%+17.9pp | 76.1%+23.2pp | 72.3%+27.0pp |
| Annual return | 0.00% | 19.45%-19.5pp | 26.80%-26.8pp | 97.94%-97.9pp |
| Employer contribution / active EE | $2,586 | $2,895-10.7% | $2,819-8.3% | $2,406+7.5% |
| Participant deferral / active EE | $2,662 | $4,708-43.5% | $4,399-39.5% | $4,132-35.6% |
| Admin fee / account holder | $1,830 | $145+1161.2% | $7,408-75.3% | $170+979.1% |