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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 | $103,813 | $72,177+43.8% | $115,037-9.8% | $59,633+74.1% |
| Participation rate | 98.0% | 72.6%+25.4pp | 81.4%+16.6pp | 68.7%+29.3pp |
| Annual return | -1.67% | 12.02%-13.7pp | 26.14%-27.8pp | 2041.40%-2043.1pp |
| Employer contribution / active EE | $3,143 | $2,841+10.6% | $4,608-31.8% | $2,203+42.7% |
| Participant deferral / active EE | $4,793 | $4,783+0.2% | $6,026-20.5% | $3,192+50.2% |
| Admin fee / account holder | $2,252 | $4,927-54.3% | $8,175-72.5% | $4,297-47.6% |