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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 | $65,955 | $65,703+0.4% | $94,224-30.0% | $59,632+10.6% |
| Participation rate | 83.7% | 72.1%+11.6pp | 78.8%+5.0pp | 68.7%+15.0pp |
| Annual return | -1.84% | 5.22%-7.1pp | 10.68%-12.5pp | 2041.32%-2043.2pp |
| Employer contribution / active EE | $1,325 | $2,021-34.4% | $3,587-63.1% | $2,203-39.8% |
| Participant deferral / active EE | $4,139 | $3,143+31.7% | $4,320-4.2% | $3,192+29.7% |
| Admin fee / account holder | $8,177 | $4,264+91.8% | $6,269+30.4% | $4,297+90.3% |