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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 | $49,419 | $52,678-6.2% | $75,784-34.8% | $59,633-17.1% |
| Participation rate | 85.6% | 67.2%+18.3pp | 75.8%+9.7pp | 68.7%+16.9pp |
| Annual return | -1.68% | 2.95%-4.6pp | 9.68%-11.4pp | 2041.40%-2043.1pp |
| Employer contribution / active EE | $3,253 | $2,193+48.3% | $3,323-2.1% | $2,203+47.7% |
| Participant deferral / active EE | $5,118 | $2,591+97.5% | $3,652+40.1% | $3,192+60.3% |
| Admin fee / account holder | $12,580 | $3,610+248.5% | $5,300+137.4% | $4,297+192.8% |