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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 | $53,537 | $78,694-32.0% | $67,653-20.9% | $125,388-57.3% |
| Participation rate | 80.0% | 78.8%+1.2pp | 75.7%+4.3pp | 83.2%-3.2pp |
| Annual return | 0.23% | 9.46%-9.2pp | 6625.22%-6625.0pp | 282.24%-282.0pp |
| Employer contribution / active EE | $3,195 | $3,044+5.0% | $2,266+41.0% | $4,866-34.3% |
| Participant deferral / active EE | $4,593 | $4,292+7.0% | $3,560+29.0% | $5,352-14.2% |
| Admin fee / account holder | $1,308 | $7,403-82.3% | $4,821-72.9% | $9,541-86.3% |