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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 | $53,111 | $72,177-26.4% | $115,038-53.8% | $59,633-10.9% |
| Participation rate | 90.5% | 72.6%+17.9pp | 81.4%+9.1pp | 68.7%+21.8pp |
| Annual return | -1.14% | 12.02%-13.2pp | 26.14%-27.3pp | 2041.45%-2042.6pp |
| Employer contribution / active EE | $3,776 | $2,841+32.9% | $4,608-18.1% | $2,203+71.4% |
| Participant deferral / active EE | $6,359 | $4,783+32.9% | $6,026+5.5% | $3,192+99.2% |
| Admin fee / account holder | $3,717 | $4,927-24.6% | $8,175-54.5% | $4,297-13.5% |