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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 | $62,928 | $40,275+56.2% | $57,356+9.7% | $59,633+5.5% |
| Participation rate | 82.1% | 69.1%+13.0pp | 75.1%+7.1pp | 68.7%+13.5pp |
| Annual return | -0.36% | 27.52%-27.9pp | 24.41%-24.8pp | 2041.45%-2041.8pp |
| Employer contribution / active EE | $1,347 | $1,921-29.9% | $2,689-49.9% | $2,203-38.9% |
| Participant deferral / active EE | $2,579 | $2,400+7.5% | $3,162-18.4% | $3,192-19.2% |
| Admin fee / account holder | $6,643 | $2,820+135.5% | $3,357+97.9% | $4,297+54.6% |