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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 | $27,122 | $107,806-74.8% | $90,655-70.1% | $135,382-80.0% |
| Participation rate | 82.4% | 78.0%+4.3pp | 74.0%+8.3pp | 82.6%-0.3pp |
| Annual return | 0.63% | -0.90%+1.5pp | 1.89%-1.3pp | 519.77%-519.1pp |
| Employer contribution / active EE | $2,640 | $3,018-12.5% | $2,532+4.3% | $4,779-44.8% |
| Participant deferral / active EE | $5,731 | $3,872+48.0% | $3,425+67.3% | $5,609+2.2% |
| Admin fee / account holder | $7,848 | $5,931+32.3% | $4,994+57.1% | $10,829-27.5% |