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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 | $71,553 | $72,177-0.9% | $115,038-37.8% | $59,633+20.0% |
| Participation rate | 93.7% | 72.6%+21.1pp | 81.4%+12.3pp | 68.7%+25.0pp |
| Annual return | -1.19% | 12.02%-13.2pp | 26.14%-27.3pp | 2041.45%-2042.6pp |
| Employer contribution / active EE | $2,605 | $2,841-8.3% | $4,608-43.5% | $2,203+18.3% |
| Participant deferral / active EE | $6,260 | $4,783+30.9% | $6,026+3.9% | $3,192+96.1% |
| Admin fee / account holder | $7,204 | $4,927+46.2% | $8,175-11.9% | $4,297+67.7% |