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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 | $88,710 | $59,332+49.5% | $90,223-1.7% | $59,633+48.8% |
| Participation rate | 100.0% | 71.9%+28.1pp | 79.0%+21.0pp | 68.7%+31.3pp |
| Annual return | -2.58% | 3.25%-5.8pp | 1.31%-3.9pp | 2041.40%-2044.0pp |
| Employer contribution / active EE | $2,603 | $3,031-14.1% | $4,378-40.6% | $2,203+18.2% |
| Participant deferral / active EE | $3,916 | $4,369-10.4% | $5,792-32.4% | $3,192+22.7% |
| Admin fee / account holder | $4,681 | $5,032-7.0% | $7,406-36.8% | $4,297+8.9% |