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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 | $24,866 | $54,380-54.3% | $68,509-63.7% | $59,633-58.3% |
| Participation rate | 85.1% | 70.2%+14.9pp | 74.7%+10.3pp | 68.7%+16.4pp |
| Annual return | 2.89% | 2.83%+0.1pp | 8.27%-5.4pp | 2041.45%-2038.6pp |
| Employer contribution / active EE | $584 | $1,539-62.0% | $2,278-74.4% | $2,203-73.5% |
| Participant deferral / active EE | $3,454 | $2,643+30.7% | $3,382+2.1% | $3,192+8.2% |
| Admin fee / account holder | $12,516 | $3,885+222.1% | $5,275+137.3% | $4,297+191.3% |