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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 | $60,241 | $54,380+10.8% | $68,509-12.1% | $59,633+1.0% |
| Participation rate | 89.5% | 70.2%+19.3pp | 74.7%+14.7pp | 68.7%+20.8pp |
| Annual return | -0.73% | 2.83%-3.6pp | 8.27%-9.0pp | 2041.45%-2042.2pp |
| Employer contribution / active EE | $1,452 | $1,539-5.6% | $2,278-36.2% | $2,203-34.1% |
| Participant deferral / active EE | $3,662 | $2,643+38.5% | $3,382+8.3% | $3,192+14.7% |
| Admin fee / account holder | $1,579 | $3,885-59.4% | $5,275-70.1% | $4,297-63.3% |