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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 | $71,766 | $72,177-0.6% | $115,038-37.6% | $59,633+20.3% |
| Participation rate | 83.7% | 72.6%+11.1pp | 81.4%+2.3pp | 68.7%+15.0pp |
| Annual return | -1.28% | 12.02%-13.3pp | 26.14%-27.4pp | 2041.45%-2042.7pp |
| Employer contribution / active EE | $1,142 | $2,841-59.8% | $4,608-75.2% | $2,203-48.2% |
| Participant deferral / active EE | $4,537 | $4,783-5.1% | $6,026-24.7% | $3,192+42.1% |
| Admin fee / account holder | $2,922 | $4,927-40.7% | $8,175-64.3% | $4,297-32.0% |