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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 | $37,006 | $54,380-32.0% | $68,509-46.0% | $59,633-37.9% |
| Participation rate | 73.1% | 70.2%+2.9pp | 74.7%-1.7pp | 68.7%+4.4pp |
| Annual return | -0.88% | 2.83%-3.7pp | 8.27%-9.2pp | 2041.40%-2042.3pp |
| Employer contribution / active EE | $3,916 | $1,539+154.5% | $2,278+71.9% | $2,203+77.8% |
| Participant deferral / active EE | $5,151 | $2,643+94.9% | $3,382+52.3% | $3,192+61.4% |
| Admin fee / account holder | $982 | $3,885-74.7% | $5,275-81.4% | $4,297-77.1% |