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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 | $63,540 | $72,177-12.0% | $115,038-44.8% | $59,633+6.6% |
| Participation rate | 88.3% | 72.6%+15.8pp | 81.4%+7.0pp | 68.7%+19.7pp |
| Annual return | -1.46% | 12.02%-13.5pp | 26.14%-27.6pp | 2041.45%-2042.9pp |
| Employer contribution / active EE | $2,175 | $2,841-23.4% | $4,608-52.8% | $2,203-1.2% |
| Participant deferral / active EE | $6,285 | $4,783+31.4% | $6,026+4.3% | $3,192+96.9% |
| Admin fee / account holder | $999 | $4,927-79.7% | $8,175-87.8% | $4,297-76.8% |