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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 | $65,723 | $52,678+24.8% | $75,784-13.3% | $59,633+10.2% |
| Participation rate | 77.8% | 67.2%+10.6pp | 75.8%+2.0pp | 68.7%+9.1pp |
| Annual return | -1.86% | 2.95%-4.8pp | 9.68%-11.5pp | 2041.45%-2043.3pp |
| Employer contribution / active EE | $4,207 | $2,193+91.8% | $3,323+26.6% | $2,203+91.0% |
| Participant deferral / active EE | $1,756 | $2,591-32.2% | $3,652-51.9% | $3,192-45.0% |
| Admin fee / account holder | $1,146 | $3,610-68.2% | $5,300-78.4% | $4,297-73.3% |