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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 | $80,476 | $52,678+52.8% | $75,784+6.2% | $59,633+35.0% |
| Participation rate | 76.7% | 67.2%+9.4pp | 75.8%+0.8pp | 68.7%+8.0pp |
| Annual return | -0.88% | 2.95%-3.8pp | 9.68%-10.6pp | 2041.45%-2042.3pp |
| Employer contribution / active EE | $1,004 | $2,193-54.2% | $3,323-69.8% | $2,203-54.4% |
| Participant deferral / active EE | $4,876 | $2,591+88.2% | $3,652+33.5% | $3,192+52.8% |
| Admin fee / account holder | $4,941 | $3,610+36.9% | $5,300-6.8% | $4,297+15.0% |