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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 | $37,186 | $40,264-7.6% | $57,349-35.2% | $59,633-37.6% |
| Participation rate | 97.1% | 69.2%+27.9pp | 75.1%+22.0pp | 68.7%+28.4pp |
| Annual return | -0.14% | 27.51%-27.7pp | 24.40%-24.5pp | 2041.40%-2041.5pp |
| Employer contribution / active EE | $3,859 | $1,922+100.8% | $2,689+43.5% | $2,203+75.2% |
| Participant deferral / active EE | $3,534 | $2,400+47.2% | $3,162+11.8% | $3,192+10.7% |
| Admin fee / account holder | $1,631 | $2,819-42.1% | $3,356-51.4% | $4,297-62.0% |