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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 | $62,573 | $57,352+9.1% | $83,831-25.4% | $64,173-2.5% |
| Participation rate | 98.4% | 68.6%+29.8pp | 76.1%+22.3pp | 69.6%+28.8pp |
| Annual return | 0.75% | 11.38%-10.6pp | 850.99%-850.2pp | 7.63%-6.9pp |
| Employer contribution / active EE | $2,474 | $2,546-2.8% | $3,631-31.9% | $2,381+3.9% |
| Participant deferral / active EE | $7,429 | $2,993+148.2% | $4,082+82.0% | $3,470+114.1% |
| Admin fee / account holder | $2,786 | $4,046-31.2% | $5,479-49.2% | $4,887-43.0% |