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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 | $107,373 | $52,678+103.8% | $75,784+41.7% | $59,633+80.1% |
| Participation rate | 86.4% | 67.2%+19.1pp | 75.8%+10.5pp | 68.7%+17.7pp |
| Annual return | -2.48% | 2.95%-5.4pp | 9.68%-12.2pp | 2041.45%-2043.9pp |
| Employer contribution / active EE | $692 | $2,193-68.4% | $3,323-79.2% | $2,203-68.6% |
| Participant deferral / active EE | $3,235 | $2,591+24.9% | $3,652-11.4% | $3,192+1.4% |
| Admin fee / account holder | $8,545 | $3,610+136.7% | $5,300+61.2% | $4,297+98.9% |