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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 | $51,610 | $72,177-28.5% | $115,038-55.1% | $59,633-13.5% |
| Participation rate | 96.8% | 72.6%+24.2pp | 81.4%+15.4pp | 68.7%+28.1pp |
| Annual return | -0.94% | 12.02%-13.0pp | 26.14%-27.1pp | 2041.45%-2042.4pp |
| Employer contribution / active EE | $3,243 | $2,841+14.1% | $4,608-29.6% | $2,203+47.2% |
| Participant deferral / active EE | $5,676 | $4,783+18.7% | $6,026-5.8% | $3,192+77.8% |
| Admin fee / account holder | $6,321 | $4,927+28.3% | $8,175-22.7% | $4,297+47.1% |