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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 | $22,870 | $52,678-56.6% | $75,782-69.8% | $59,632-61.6% |
| Participation rate | 91.3% | 67.2%+24.1pp | 75.8%+15.5pp | 68.7%+22.6pp |
| Annual return | -1.79% | 2.95%-4.7pp | 9.68%-11.5pp | 2041.32%-2043.1pp |
| Employer contribution / active EE | $4,821 | $2,193+119.8% | $3,323+45.1% | $2,203+118.9% |
| Participant deferral / active EE | $1,427 | $2,591-44.9% | $3,652-60.9% | $3,192-55.3% |
| Admin fee / account holder | $3,387 | $3,610-6.2% | $5,300-36.1% | $4,297-21.2% |