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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 | $89,618 | $54,380+64.8% | $68,509+30.8% | $59,633+50.3% |
| Participation rate | 76.2% | 70.2%+6.0pp | 74.7%+1.5pp | 68.7%+7.5pp |
| Annual return | 0.92% | 2.83%-1.9pp | 8.27%-7.3pp | 2041.45%-2040.5pp |
| Employer contribution / active EE | $773 | $1,539-49.8% | $2,278-66.1% | $2,203-64.9% |
| Participant deferral / active EE | $1,928 | $2,643-27.0% | $3,382-43.0% | $3,192-39.6% |
| Admin fee / account holder | $1,450 | $3,885-62.7% | $5,275-72.5% | $4,297-66.2% |