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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 | $67,748 | $54,380+24.6% | $68,509-1.1% | $59,633+13.6% |
| Participation rate | 77.9% | 70.2%+7.7pp | 74.7%+3.2pp | 68.7%+9.3pp |
| Annual return | -1.35% | 2.83%-4.2pp | 8.27%-9.6pp | 2041.40%-2042.7pp |
| Employer contribution / active EE | $855 | $1,539-44.4% | $2,278-62.5% | $2,203-61.2% |
| Participant deferral / active EE | $2,623 | $2,643-0.8% | $3,382-22.5% | $3,192-17.8% |
| Admin fee / account holder | $2,730 | $3,885-29.7% | $5,275-48.2% | $4,297-36.5% |