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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 | $62,228 | $65,704-5.3% | $94,229-34.0% | $59,633+4.4% |
| Participation rate | 93.8% | 72.1%+21.6pp | 78.8%+15.0pp | 68.7%+25.1pp |
| Annual return | 1.40% | 5.22%-3.8pp | 10.68%-9.3pp | 2041.45%-2040.0pp |
| Employer contribution / active EE | $983 | $2,021-51.3% | $3,587-72.6% | $2,203-55.4% |
| Participant deferral / active EE | $2,347 | $3,143-25.3% | $4,320-45.7% | $3,192-26.5% |
| Admin fee / account holder | $10,518 | $4,265+146.6% | $6,269+67.8% | $4,297+144.8% |