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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 | $58,182 | $72,177-19.4% | $115,037-49.4% | $59,633-2.4% |
| Participation rate | 72.3% | 72.6%-0.2pp | 81.4%-9.1pp | 68.7%+3.6pp |
| Annual return | 0.39% | 12.02%-11.6pp | 26.14%-25.7pp | 2041.40%-2041.0pp |
| Employer contribution / active EE | $1,688 | $2,841-40.6% | $4,608-63.4% | $2,203-23.4% |
| Participant deferral / active EE | $4,605 | $4,783-3.7% | $6,026-23.6% | $3,192+44.3% |
| Admin fee / account holder | $1,347 | $4,927-72.7% | $8,175-83.5% | $4,297-68.7% |