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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 | $72,270 | $72,177+0.1% | $115,038-37.2% | $59,633+21.2% |
| Participation rate | 85.7% | 72.6%+13.2pp | 81.4%+4.3pp | 68.7%+17.0pp |
| Annual return | 0.20% | 12.02%-11.8pp | 26.14%-25.9pp | 2041.45%-2041.3pp |
| Employer contribution / active EE | $3,408 | $2,841+19.9% | $4,608-26.0% | $2,203+54.7% |
| Participant deferral / active EE | $8,087 | $4,783+69.1% | $6,026+34.2% | $3,192+153.4% |
| Admin fee / account holder | $1,553 | $4,927-68.5% | $8,175-81.0% | $4,297-63.9% |