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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 | $35,906 | $52,911-32.1% | $73,309-51.0% | $59,633-39.8% |
| Participation rate | 92.9% | 68.2%+24.6pp | 74.9%+17.9pp | 68.7%+24.2pp |
| Annual return | -0.24% | 12.20%-12.4pp | 5.67%-5.9pp | 2041.40%-2041.6pp |
| Employer contribution / active EE | $4,319 | $1,909+126.3% | $3,237+33.4% | $2,203+96.1% |
| Participant deferral / active EE | $2,839 | $4,069-30.2% | $4,991-43.1% | $3,192-11.0% |
| Admin fee / account holder | $2,155 | $3,835-43.8% | $5,635-61.8% | $4,297-49.9% |