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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 | $82,234 | $52,678+56.1% | $75,784+8.5% | $59,633+37.9% |
| Participation rate | 93.8% | 67.2%+26.5pp | 75.8%+17.9pp | 68.7%+25.1pp |
| Annual return | -1.57% | 2.95%-4.5pp | 9.68%-11.2pp | 2041.45%-2043.0pp |
| Employer contribution / active EE | $1,545 | $2,193-29.6% | $3,323-53.5% | $2,203-29.9% |
| Participant deferral / active EE | $5,468 | $2,591+111.1% | $3,652+49.7% | $3,192+71.3% |
| Admin fee / account holder | $3,817 | $3,610+5.7% | $5,300-28.0% | $4,297-11.2% |