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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 | $61,886 | $40,275+53.7% | $57,356+7.9% | $59,633+3.8% |
| Participation rate | 97.9% | 69.1%+28.7pp | 75.1%+22.8pp | 68.7%+29.2pp |
| Annual return | -0.11% | 27.52%-27.6pp | 24.41%-24.5pp | 2041.45%-2041.6pp |
| Employer contribution / active EE | $2,145 | $1,921+11.7% | $2,689-20.2% | $2,203-2.6% |
| Participant deferral / active EE | $1,581 | $2,400-34.1% | $3,162-50.0% | $3,192-50.5% |
| Admin fee / account holder | $2,029 | $2,820-28.0% | $3,357-39.5% | $4,297-52.8% |