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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 | $70,000 | $78,694-11.0% | $67,652+3.5% | $125,389-44.2% |
| Participation rate | 81.0% | 78.8%+2.1pp | 75.7%+5.3pp | 83.2%-2.2pp |
| Annual return | 1.26% | 9.46%-8.2pp | 6625.40%-6624.1pp | 282.24%-281.0pp |
| Employer contribution / active EE | $1,914 | $3,044-37.1% | $2,266-15.5% | $4,866-60.7% |
| Participant deferral / active EE | $4,209 | $4,292-1.9% | $3,560+18.2% | $5,352-21.4% |
| Admin fee / account holder | $525 | $7,403-92.9% | $4,821-89.1% | $9,541-94.5% |