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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 | $60,766 | $92,219-34.1% | $76,767-20.8% | $135,380-55.1% |
| Participation rate | 81.0% | 79.8%+1.2pp | 77.0%+4.0pp | 82.6%-1.7pp |
| Annual return | 1.79% | 5.46%-3.7pp | 2.43%-0.6pp | 519.81%-518.0pp |
| Employer contribution / active EE | $1,584 | $3,216-50.8% | $2,485-36.3% | $4,779-66.9% |
| Participant deferral / active EE | $2,660 | $4,508-41.0% | $3,852-30.9% | $5,609-52.6% |
| Admin fee / account holder | $28,919 | $10,749+169.0% | $6,675+333.2% | $10,828+167.1% |