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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 | $59,040 | $40,275+46.6% | $57,356+2.9% | $59,633-1.0% |
| Participation rate | 76.9% | 69.1%+7.8pp | 75.1%+1.8pp | 68.7%+8.3pp |
| Annual return | 0.74% | 27.52%-26.8pp | 24.41%-23.7pp | 2041.45%-2040.7pp |
| Employer contribution / active EE | $1,832 | $1,921-4.6% | $2,689-31.8% | $2,203-16.8% |
| Participant deferral / active EE | $2,948 | $2,400+22.9% | $3,162-6.7% | $3,192-7.6% |
| Admin fee / account holder | $6,025 | $2,820+113.6% | $3,357+79.5% | $4,297+40.2% |