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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 | $54,096 | $54,380-0.5% | $68,509-21.0% | $59,633-9.3% |
| Participation rate | 98.0% | 70.2%+27.8pp | 74.7%+23.3pp | 68.7%+29.4pp |
| Annual return | -0.35% | 2.83%-3.2pp | 8.27%-8.6pp | 2041.45%-2041.8pp |
| Employer contribution / active EE | $2,680 | $1,539+74.2% | $2,278+17.7% | $2,203+21.7% |
| Participant deferral / active EE | $2,213 | $2,643-16.3% | $3,382-34.6% | $3,192-30.7% |
| Admin fee / account holder | $646 | $3,885-83.4% | $5,275-87.8% | $4,297-85.0% |