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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 | $53,913 | $52,678+2.3% | $75,784-28.9% | $59,633-9.6% |
| Participation rate | 86.0% | 67.2%+18.8pp | 75.8%+10.2pp | 68.7%+17.3pp |
| Annual return | -2.24% | 2.95%-5.2pp | 9.68%-11.9pp | 2041.45%-2043.7pp |
| Employer contribution / active EE | $7,515 | $2,193+242.6% | $3,323+126.1% | $2,203+241.2% |
| Participant deferral / active EE | $2,810 | $2,591+8.5% | $3,652-23.0% | $3,192-11.9% |
| Admin fee / account holder | $785 | $3,610-78.3% | $5,300-85.2% | $4,297-81.7% |