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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 | $63,203 | $72,177-12.4% | $115,038-45.1% | $59,633+6.0% |
| Participation rate | 98.1% | 72.6%+25.6pp | 81.4%+16.8pp | 68.7%+29.5pp |
| Annual return | -2.29% | 12.02%-14.3pp | 26.14%-28.4pp | 2041.45%-2043.7pp |
| Employer contribution / active EE | $627 | $2,841-77.9% | $4,608-86.4% | $2,203-71.5% |
| Participant deferral / active EE | $9,812 | $4,783+105.1% | $6,026+62.8% | $3,192+207.4% |
| Admin fee / account holder | $1,029 | $4,927-79.1% | $8,175-87.4% | $4,297-76.1% |