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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 | $68,668 | $72,177-4.9% | $115,038-40.3% | $59,633+15.2% |
| Participation rate | 97.0% | 72.6%+24.4pp | 81.4%+15.6pp | 68.7%+28.3pp |
| Annual return | -0.33% | 12.02%-12.3pp | 26.14%-26.5pp | 2041.45%-2041.8pp |
| Employer contribution / active EE | $2,933 | $2,841+3.2% | $4,608-36.3% | $2,203+33.2% |
| Participant deferral / active EE | $4,782 | $4,7830% | $6,026-20.7% | $3,192+49.8% |
| Admin fee / account holder | $1,247 | $4,927-74.7% | $8,175-84.7% | $4,297-71.0% |