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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 | $37,355 | $45,438-17.8% | $80,004-53.3% | $59,633-37.4% |
| Participation rate | 97.5% | 63.7%+33.7pp | 73.0%+24.5pp | 68.7%+28.8pp |
| Annual return | -0.39% | 5.10%-5.5pp | 7.63%-8.0pp | 2041.40%-2041.8pp |
| Employer contribution / active EE | $3,430 | $1,236+177.5% | $2,473+38.7% | $2,203+55.7% |
| Participant deferral / active EE | $6,004 | $2,231+169.1% | $3,204+87.4% | $3,192+88.1% |
| Admin fee / account holder | $4,489 | $3,464+29.6% | $5,033-10.8% | $4,297+4.5% |