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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 | $61,952 | $54,380+13.9% | $68,509-9.6% | $59,633+3.9% |
| Participation rate | 73.3% | 70.2%+3.1pp | 74.7%-1.4pp | 68.7%+4.7pp |
| Annual return | -0.65% | 2.83%-3.5pp | 8.27%-8.9pp | 2041.45%-2042.1pp |
| Employer contribution / active EE | $762 | $1,539-50.4% | $2,278-66.5% | $2,203-65.4% |
| Participant deferral / active EE | $3,412 | $2,643+29.1% | $3,382+0.9% | $3,192+6.9% |
| Admin fee / account holder | $2,127 | $3,885-45.3% | $5,275-59.7% | $4,297-50.5% |