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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 | $40,764 | $72,177-43.5% | $115,038-64.6% | $59,633-31.6% |
| Participation rate | 97.4% | 72.6%+24.8pp | 81.4%+16.0pp | 68.7%+28.7pp |
| Annual return | 0.87% | 12.02%-11.1pp | 26.14%-25.3pp | 2041.45%-2040.6pp |
| Employer contribution / active EE | $2,830 | $2,841-0.4% | $4,608-38.6% | $2,203+28.5% |
| Participant deferral / active EE | $6,533 | $4,783+36.6% | $6,026+8.4% | $3,192+104.7% |
| Admin fee / account holder | $15,633 | $4,927+217.3% | $8,175+91.2% | $4,297+263.8% |