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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 | $36,556 | $75,832-51.8% | $147,618-75.2% | $59,633-38.7% |
| Participation rate | 97.1% | 71.6%+25.6pp | 84.6%+12.5pp | 68.7%+28.5pp |
| Annual return | 1.88% | 0.37%+1.5pp | 61.98%-60.1pp | 2041.40%-2039.5pp |
| Employer contribution / active EE | $2,772 | $3,485-20.5% | $5,565-50.2% | $2,203+25.9% |
| Participant deferral / active EE | $2,256 | $3,131-27.9% | $4,895-53.9% | $3,192-29.3% |
| Admin fee / account holder | $8,489 | $5,986+41.8% | $11,612-26.9% | $4,297+97.6% |