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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 | $59,259 | $65,704-9.8% | $94,229-37.1% | $59,633-0.6% |
| Participation rate | 92.9% | 72.1%+20.7pp | 78.8%+14.1pp | 68.7%+24.2pp |
| Annual return | -1.31% | 5.22%-6.5pp | 10.68%-12.0pp | 2041.45%-2042.8pp |
| Employer contribution / active EE | $3,256 | $2,021+61.1% | $3,587-9.2% | $2,203+47.8% |
| Participant deferral / active EE | $5,966 | $3,143+89.8% | $4,320+38.1% | $3,192+86.9% |
| Admin fee / account holder | $7,110 | $4,265+66.7% | $6,269+13.4% | $4,297+65.5% |