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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 | $58,016 | $65,704-11.7% | $94,229-38.4% | $59,633-2.7% |
| Participation rate | 86.8% | 72.1%+14.7pp | 78.8%+8.1pp | 68.7%+18.2pp |
| Annual return | -0.54% | 5.22%-5.8pp | 10.68%-11.2pp | 2041.45%-2042.0pp |
| Employer contribution / active EE | $1,249 | $2,021-38.2% | $3,587-65.2% | $2,203-43.3% |
| Participant deferral / active EE | $4,838 | $3,143+53.9% | $4,320+12.0% | $3,192+51.6% |
| Admin fee / account holder | $22,773 | $4,265+434.0% | $6,269+263.2% | $4,297+430.0% |