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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 | $71,217 | $47,848+48.8% | $81,473-12.6% | $70,126+1.6% |
| Participation rate | 89.2% | 58.3%+30.9pp | 68.0%+21.2pp | 69.5%+19.6pp |
| Annual return | 0.00% | 27.25%-27.2pp | 38.78%-38.8pp | 73.15%-73.1pp |
| Employer contribution / active EE | $416 | $1,527-72.8% | $2,568-83.8% | $2,343-82.2% |
| Participant deferral / active EE | $803 | $2,453-67.3% | $3,537-77.3% | $3,332-75.9% |
| Admin fee / account holder | $872 | $3,145-72.3% | $4,561-80.9% | $4,645-81.2% |