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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 | $52,423 | $40,275+30.2% | $57,356-8.6% | $59,633-12.1% |
| Participation rate | 97.7% | 69.1%+28.6pp | 75.1%+22.6pp | 68.7%+29.1pp |
| Annual return | -0.52% | 27.52%-28.0pp | 24.41%-24.9pp | 2041.45%-2042.0pp |
| Employer contribution / active EE | $3,120 | $1,921+62.4% | $2,689+16.0% | $2,203+41.6% |
| Participant deferral / active EE | $6,347 | $2,400+164.5% | $3,162+100.8% | $3,192+98.9% |
| Admin fee / account holder | $2,251 | $2,820-20.2% | $3,357-32.9% | $4,297-47.6% |