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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 | $68,037 | $52,678+29.2% | $75,784-10.2% | $59,633+14.1% |
| Participation rate | 76.6% | 67.2%+9.4pp | 75.8%+0.8pp | 68.7%+7.9pp |
| Annual return | -2.63% | 2.95%-5.6pp | 9.68%-12.3pp | 2041.45%-2044.1pp |
| Employer contribution / active EE | $1,735 | $2,193-20.9% | $3,323-47.8% | $2,203-21.2% |
| Participant deferral / active EE | $5,467 | $2,591+111.0% | $3,652+49.7% | $3,192+71.3% |
| Admin fee / account holder | $360 | $3,610-90.0% | $5,300-93.2% | $4,297-91.6% |