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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 | $39,268 | $48,050-18.3% | $85,969-54.3% | $59,633-34.2% |
| Participation rate | 92.4% | 64.5%+28.0pp | 76.5%+15.9pp | 68.7%+23.8pp |
| Annual return | -1.39% | 0.29%-1.7pp | 9.32%-10.7pp | 2041.45%-2042.8pp |
| Employer contribution / active EE | $3,338 | $1,640+103.6% | $3,474-3.9% | $2,203+51.6% |
| Participant deferral / active EE | $3,048 | $2,249+35.5% | $3,829-20.4% | $3,192-4.5% |
| Admin fee / account holder | $3,339 | $3,206+4.2% | $6,053-44.8% | $4,297-22.3% |