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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 | $50,059 | $52,678-5.0% | $75,784-33.9% | $59,633-16.1% |
| Participation rate | 84.8% | 67.2%+17.6pp | 75.8%+9.0pp | 68.7%+16.2pp |
| Annual return | -1.00% | 2.95%-4.0pp | 9.68%-10.7pp | 2041.45%-2042.5pp |
| Employer contribution / active EE | $3,210 | $2,193+46.3% | $3,323-3.4% | $2,203+45.7% |
| Participant deferral / active EE | $5,742 | $2,591+121.7% | $3,652+57.3% | $3,192+79.9% |
| Admin fee / account holder | $1,113 | $3,610-69.2% | $5,300-79.0% | $4,297-74.1% |