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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 | $25,607 | $52,678-51.4% | $75,784-66.2% | $59,633-57.1% |
| Participation rate | 94.4% | 67.2%+27.2pp | 75.8%+18.6pp | 68.7%+25.8pp |
| Annual return | -2.87% | 2.95%-5.8pp | 9.68%-12.5pp | 2041.45%-2044.3pp |
| Employer contribution / active EE | $2,240 | $2,193+2.1% | $3,323-32.6% | $2,203+1.7% |
| Participant deferral / active EE | $4,071 | $2,591+57.1% | $3,652+11.5% | $3,192+27.5% |
| Admin fee / account holder | $4,387 | $3,610+21.5% | $5,300-17.2% | $4,297+2.1% |