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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 | $44,790 | $40,264+11.2% | $57,349-21.9% | $59,633-24.9% |
| Participation rate | 96.0% | 69.2%+26.8pp | 75.1%+20.9pp | 68.7%+27.3pp |
| Annual return | -0.40% | 27.51%-27.9pp | 24.40%-24.8pp | 2041.40%-2041.8pp |
| Employer contribution / active EE | $2,392 | $1,922+24.4% | $2,689-11.1% | $2,203+8.6% |
| Participant deferral / active EE | $2,694 | $2,400+12.2% | $3,162-14.8% | $3,192-15.6% |
| Admin fee / account holder | $4,968 | $2,819+76.2% | $3,356+48.0% | $4,297+15.6% |