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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 | $71,123 | $65,704+8.2% | $94,229-24.5% | $59,633+19.3% |
| Participation rate | 79.3% | 72.1%+7.2pp | 78.8%+0.5pp | 68.7%+10.6pp |
| Annual return | -1.12% | 5.22%-6.3pp | 10.68%-11.8pp | 2041.45%-2042.6pp |
| Employer contribution / active EE | $3,189 | $2,021+57.8% | $3,587-11.1% | $2,203+44.8% |
| Participant deferral / active EE | $4,873 | $3,143+55.0% | $4,320+12.8% | $3,192+52.7% |
| Admin fee / account holder | $29,346 | $4,265+588.1% | $6,269+368.1% | $4,297+583.0% |