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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 | $69,016 | $78,694-12.3% | $67,652+2.0% | $125,389-45.0% |
| Participation rate | 93.3% | 78.8%+14.5pp | 75.7%+17.7pp | 83.2%+10.1pp |
| Annual return | -2.14% | 9.46%-11.6pp | 6625.40%-6627.5pp | 282.24%-284.4pp |
| Employer contribution / active EE | $552 | $3,044-81.9% | $2,266-75.6% | $4,866-88.6% |
| Participant deferral / active EE | $4,610 | $4,292+7.4% | $3,560+29.5% | $5,352-13.9% |
| Admin fee / account holder | $5,066 | $7,403-31.6% | $4,821+5.1% | $9,541-46.9% |