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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 | $49,549 | $52,678-5.9% | $75,784-34.6% | $59,633-16.9% |
| Participation rate | 98.6% | 67.2%+31.4pp | 75.8%+22.8pp | 68.7%+30.0pp |
| Annual return | -0.58% | 2.95%-3.5pp | 9.68%-10.3pp | 2041.45%-2042.0pp |
| Employer contribution / active EE | $4,080 | $2,193+86.0% | $3,323+22.8% | $2,203+85.2% |
| Participant deferral / active EE | $3,849 | $2,591+48.6% | $3,652+5.4% | $3,192+20.6% |
| Admin fee / account holder | $1,666 | $3,610-53.8% | $5,300-68.6% | $4,297-61.2% |