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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 | $62,400 | $78,694-20.7% | $67,652-7.8% | $125,389-50.2% |
| Participation rate | 80.0% | 78.8%+1.2pp | 75.7%+4.3pp | 83.2%-3.2pp |
| Annual return | 0.88% | 9.46%-8.6pp | 6625.40%-6624.5pp | 282.24%-281.4pp |
| Employer contribution / active EE | $1,629 | $3,044-46.5% | $2,266-28.1% | $4,866-66.5% |
| Participant deferral / active EE | $7,309 | $4,292+70.3% | $3,560+105.3% | $5,352+36.6% |
| Admin fee / account holder | $4,237 | $7,403-42.8% | $4,821-12.1% | $9,541-55.6% |