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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 | $48,488 | $72,177-32.8% | $115,038-57.9% | $59,633-18.7% |
| Participation rate | 96.6% | 72.6%+24.0pp | 81.4%+15.2pp | 68.7%+27.9pp |
| Annual return | -0.93% | 12.02%-13.0pp | 26.14%-27.1pp | 2041.45%-2042.4pp |
| Employer contribution / active EE | $4,519 | $2,841+59.0% | $4,608-1.9% | $2,203+105.1% |
| Participant deferral / active EE | $6,032 | $4,783+26.1% | $6,026+0.1% | $3,192+89.0% |
| Admin fee / account holder | $890 | $4,927-81.9% | $8,175-89.1% | $4,297-79.3% |