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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 | $44,513 | $39,798+11.8% | $67,704-34.3% | $59,633-25.4% |
| Participation rate | 91.2% | 57.4%+33.8pp | 67.5%+23.7pp | 68.7%+22.5pp |
| Annual return | 2.41% | 89.94%-87.5pp | 25.41%-23.0pp | 2041.45%-2039.0pp |
| Employer contribution / active EE | $1,729 | $1,393+24.1% | $2,559-32.5% | $2,203-21.5% |
| Participant deferral / active EE | $3,897 | $2,335+66.9% | $3,585+8.7% | $3,192+22.1% |
| Admin fee / account holder | $2,532 | $3,212-21.2% | $4,255-40.5% | $4,297-41.1% |