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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 | $53,293 | $52,678+1.2% | $75,784-29.7% | $59,633-10.6% |
| Participation rate | 87.5% | 67.2%+20.3pp | 75.8%+11.7pp | 68.7%+18.8pp |
| Annual return | -2.32% | 2.95%-5.3pp | 9.68%-12.0pp | 2041.45%-2043.8pp |
| Employer contribution / active EE | $554 | $2,193-74.7% | $3,323-83.3% | $2,203-74.8% |
| Participant deferral / active EE | $3,492 | $2,591+34.8% | $3,652-4.4% | $3,192+9.4% |
| Admin fee / account holder | $2,209 | $3,610-38.8% | $5,300-58.3% | $4,297-48.6% |