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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 | $22,056 | $40,275-45.2% | $57,356-61.5% | $59,633-63.0% |
| Participation rate | 80.0% | 69.1%+10.9pp | 75.1%+4.9pp | 68.7%+11.3pp |
| Annual return | -1.39% | 27.52%-28.9pp | 24.41%-25.8pp | 2041.45%-2042.8pp |
| Employer contribution / active EE | $3,533 | $1,921+83.9% | $2,689+31.4% | $2,203+60.4% |
| Participant deferral / active EE | $3,985 | $2,400+66.0% | $3,162+26.0% | $3,192+24.9% |
| Admin fee / account holder | $463 | $2,820-83.6% | $3,357-86.2% | $4,297-89.2% |