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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 | $67,377 | $54,380+23.9% | $68,509-1.7% | $59,633+13.0% |
| Participation rate | 83.3% | 70.2%+13.1pp | 74.7%+8.6pp | 68.7%+14.7pp |
| Annual return | -0.47% | 2.83%-3.3pp | 8.27%-8.7pp | 2041.45%-2041.9pp |
| Employer contribution / active EE | $1,158 | $1,539-24.7% | $2,278-49.2% | $2,203-47.4% |
| Participant deferral / active EE | $3,393 | $2,643+28.4% | $3,382+0.3% | $3,192+6.3% |
| Admin fee / account holder | $5,260 | $3,885+35.4% | $5,275-0.3% | $4,297+22.4% |