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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 | $58,487 | $40,275+45.2% | $57,356+2.0% | $59,633-1.9% |
| Participation rate | 79.5% | 69.1%+10.4pp | 75.1%+4.4pp | 68.7%+10.8pp |
| Annual return | -0.86% | 27.52%-28.4pp | 24.41%-25.3pp | 2041.45%-2042.3pp |
| Employer contribution / active EE | $2,797 | $1,921+45.6% | $2,689+4.0% | $2,203+27.0% |
| Participant deferral / active EE | $5,746 | $2,400+139.4% | $3,162+81.7% | $3,192+80.0% |
| Admin fee / account holder | $5,716 | $2,820+102.7% | $3,357+70.3% | $4,297+33.0% |