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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 | $63,980 | $54,380+17.7% | $68,509-6.6% | $59,633+7.3% |
| Participation rate | 88.9% | 70.2%+18.7pp | 74.7%+14.2pp | 68.7%+20.2pp |
| Annual return | 0.49% | 2.83%-2.3pp | 8.27%-7.8pp | 2041.40%-2040.9pp |
| Employer contribution / active EE | $827 | $1,539-46.2% | $2,278-63.7% | $2,203-62.4% |
| Participant deferral / active EE | $2,439 | $2,643-7.7% | $3,382-27.9% | $3,192-23.6% |
| Admin fee / account holder | $1,336 | $3,885-65.6% | $5,275-74.7% | $4,297-68.9% |