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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 | $54,294 | $52,911+2.6% | $73,309-25.9% | $59,633-9.0% |
| Participation rate | 70.5% | 68.2%+2.2pp | 74.9%-4.5pp | 68.7%+1.8pp |
| Annual return | -0.82% | 12.20%-13.0pp | 5.67%-6.5pp | 2041.45%-2042.3pp |
| Employer contribution / active EE | $1,551 | $1,909-18.7% | $3,237-52.1% | $2,203-29.6% |
| Participant deferral / active EE | $3,442 | $4,069-15.4% | $4,991-31.0% | $3,192+7.8% |
| Admin fee / account holder | $6,281 | $3,835+63.8% | $5,635+11.5% | $4,297+46.2% |