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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 | $48,581 | $54,380-10.7% | $68,509-29.1% | $59,633-18.5% |
| Participation rate | 86.1% | 70.2%+15.9pp | 74.7%+11.4pp | 68.7%+17.4pp |
| Annual return | -0.23% | 2.83%-3.1pp | 8.27%-8.5pp | 2041.45%-2041.7pp |
| Employer contribution / active EE | $2,894 | $1,539+88.1% | $2,278+27.1% | $2,203+31.4% |
| Participant deferral / active EE | $3,582 | $2,643+35.5% | $3,382+5.9% | $3,192+12.2% |
| Admin fee / account holder | $2,797 | $3,885-28.0% | $5,275-47.0% | $4,297-34.9% |