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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 | $89,227 | $65,704+35.8% | $94,229-5.3% | $59,633+49.6% |
| Participation rate | 71.4% | 72.1%-0.7pp | 78.8%-7.3pp | 68.7%+2.8pp |
| Annual return | 0.84% | 5.22%-4.4pp | 10.68%-9.8pp | 2041.45%-2040.6pp |
| Employer contribution / active EE | $2,181 | $2,021+7.9% | $3,587-39.2% | $2,203-1.0% |
| Participant deferral / active EE | $4,495 | $3,143+43.0% | $4,320+4.0% | $3,192+40.8% |
| Admin fee / account holder | $2,680 | $4,265-37.2% | $6,269-57.3% | $4,297-37.6% |