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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 | $44,163 | $82,032-46.2% | $123,106-64.1% | $59,632-25.9% |
| Participation rate | 97.8% | 83.2%+14.6pp | 86.8%+11.0pp | 68.7%+29.1pp |
| Annual return | -1.18% | 5.12%-6.3pp | 13.22%-14.4pp | 2041.32%-2042.5pp |
| Employer contribution / active EE | $2,413 | $3,297-26.8% | $5,151-53.1% | $2,203+9.6% |
| Participant deferral / active EE | $7,746 | $4,667+66.0% | $6,229+24.3% | $3,192+142.7% |
| Admin fee / account holder | $2,294 | $5,881-61.0% | $9,015-74.5% | $4,297-46.6% |