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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 | $61,123 | $75,832-19.4% | $147,618-58.6% | $59,633+2.5% |
| Participation rate | 85.1% | 71.6%+13.5pp | 84.6%+0.4pp | 68.7%+16.4pp |
| Annual return | 0.05% | 0.37%-0.3pp | 61.98%-61.9pp | 2041.40%-2041.4pp |
| Employer contribution / active EE | $1,692 | $3,485-51.4% | $5,565-69.6% | $2,203-23.2% |
| Participant deferral / active EE | $4,477 | $3,131+43.0% | $4,895-8.6% | $3,192+40.3% |
| Admin fee / account holder | $9,224 | $5,986+54.1% | $11,612-20.6% | $4,297+114.7% |