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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 | $57,319 | $65,704-12.8% | $94,229-39.2% | $59,633-3.9% |
| Participation rate | 78.4% | 72.1%+6.3pp | 78.8%-0.4pp | 68.7%+9.7pp |
| Annual return | -0.71% | 5.22%-5.9pp | 10.68%-11.4pp | 2041.45%-2042.2pp |
| Employer contribution / active EE | $406 | $2,021-79.9% | $3,587-88.7% | $2,203-81.6% |
| Participant deferral / active EE | $4,318 | $3,143+37.4% | $4,320-0.1% | $3,192+35.3% |
| Admin fee / account holder | $6,731 | $4,265+57.8% | $6,269+7.4% | $4,297+56.7% |