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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 | $37,335 | $72,177-48.3% | $115,038-67.5% | $59,633-37.4% |
| Participation rate | 77.1% | 72.6%+4.6pp | 81.4%-4.2pp | 68.7%+8.5pp |
| Annual return | -1.29% | 12.02%-13.3pp | 26.14%-27.4pp | 2041.45%-2042.7pp |
| Employer contribution / active EE | $4,288 | $2,841+50.9% | $4,608-6.9% | $2,203+94.7% |
| Participant deferral / active EE | $6,174 | $4,783+29.1% | $6,026+2.4% | $3,192+93.4% |
| Admin fee / account holder | $1,687 | $4,927-65.8% | $8,175-79.4% | $4,297-60.7% |