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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 | $107,477 | $52,678+104.0% | $75,784+41.8% | $59,633+80.2% |
| Participation rate | 91.5% | 67.2%+24.3pp | 75.8%+15.7pp | 68.7%+22.8pp |
| Annual return | -0.76% | 2.95%-3.7pp | 9.68%-10.4pp | 2041.45%-2042.2pp |
| Employer contribution / active EE | $2,645 | $2,193+20.6% | $3,323-20.4% | $2,203+20.1% |
| Participant deferral / active EE | $2,901 | $2,591+12.0% | $3,652-20.6% | $3,192-9.1% |
| Admin fee / account holder | $3,594 | $3,610-0.4% | $5,300-32.2% | $4,297-16.4% |