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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 | $92,464 | $72,404+27.7% | $110,243-16.1% | $64,173+44.1% |
| Participation rate | 95.7% | 73.3%+22.4pp | 79.8%+15.9pp | 69.6%+26.2pp |
| Annual return | -0.07% | -6.29%+6.2pp | 314.76%-314.8pp | 7.63%-7.7pp |
| Employer contribution / active EE | $908 | $2,282-60.2% | $3,827-76.3% | $2,381-61.8% |
| Participant deferral / active EE | $3,633 | $3,469+4.7% | $4,672-22.2% | $3,470+4.7% |
| Admin fee / account holder | $1,584 | $5,664-72.0% | $8,548-81.5% | $4,887-67.6% |