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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 | $53,086 | $54,380-2.4% | $68,509-22.5% | $59,633-11.0% |
| Participation rate | 90.3% | 70.2%+20.1pp | 74.7%+15.6pp | 68.7%+21.6pp |
| Annual return | -1.45% | 2.83%-4.3pp | 8.27%-9.7pp | 2041.45%-2042.9pp |
| Employer contribution / active EE | $1,344 | $1,539-12.6% | $2,278-41.0% | $2,203-39.0% |
| Participant deferral / active EE | $4,168 | $2,643+57.7% | $3,382+23.2% | $3,192+30.6% |
| Admin fee / account holder | $6,307 | $3,885+62.3% | $5,275+19.6% | $4,297+46.8% |