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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 | $41,782 | $53,162-21.4% | $91,227-54.2% | $68,490-39.0% |
| Participation rate | 98.6% | 63.2%+35.4pp | 73.2%+25.5pp | 67.9%+30.8pp |
| Annual return | 54.78% | -3.14%+57.9pp | 114.14%-59.4pp | -7.85%+62.6pp |
| Employer contribution / active EE | $2,443 | $1,709+42.9% | $2,851-14.3% | $2,597-5.9% |
| Participant deferral / active EE | $0 | $2,974-100.0% | $4,234-100.0% | $4,028-100.0% |
| Admin fee / account holder | $1,418 | $4,493-68.4% | $5,423-73.9% | $5,403-73.8% |