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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 | $47,923 | $44,850+6.9% | $60,547-20.9% | $59,633-19.6% |
| Participation rate | 96.2% | 59.5%+36.7pp | 68.0%+28.2pp | 68.7%+27.5pp |
| Annual return | -0.12% | 1074.14%-1074.3pp | 335.64%-335.8pp | 2041.45%-2041.6pp |
| Employer contribution / active EE | $2,864 | $1,462+95.9% | $2,419+18.4% | $2,203+30.0% |
| Participant deferral / active EE | $5,950 | $2,230+166.9% | $3,328+78.8% | $3,192+86.4% |
| Admin fee / account holder | $3,189 | $3,635-12.3% | $4,536-29.7% | $4,297-25.8% |