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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 | $80,726 | $52,911+52.6% | $73,309+10.1% | $59,633+35.4% |
| Participation rate | 97.8% | 68.2%+29.6pp | 74.9%+22.9pp | 68.7%+29.1pp |
| Annual return | -2.00% | 12.20%-14.2pp | 5.67%-7.7pp | 2041.45%-2043.5pp |
| Employer contribution / active EE | $1,465 | $1,909-23.3% | $3,237-54.8% | $2,203-33.5% |
| Participant deferral / active EE | $3,677 | $4,069-9.6% | $4,991-26.3% | $3,192+15.2% |
| Admin fee / account holder | $4,036 | $3,835+5.3% | $5,635-28.4% | $4,297-6.1% |