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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 | $63,188 | $40,275+56.9% | $57,356+10.2% | $59,633+6.0% |
| Participation rate | 70.6% | 69.1%+1.4pp | 75.1%-4.5pp | 68.7%+1.9pp |
| Annual return | -0.79% | 27.52%-28.3pp | 24.41%-25.2pp | 2041.45%-2042.2pp |
| Employer contribution / active EE | $2,025 | $1,921+5.4% | $2,689-24.7% | $2,203-8.1% |
| Participant deferral / active EE | $5,992 | $2,400+149.7% | $3,162+89.5% | $3,192+87.7% |
| Admin fee / account holder | $14,548 | $2,820+415.8% | $3,357+333.3% | $4,297+238.6% |