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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 | $63,049 | $65,704-4.0% | $94,229-33.1% | $59,633+5.7% |
| Participation rate | 79.0% | 72.1%+6.9pp | 78.8%+0.3pp | 68.7%+10.4pp |
| Annual return | -0.32% | 5.22%-5.5pp | 10.68%-11.0pp | 2041.45%-2041.8pp |
| Employer contribution / active EE | $796 | $2,021-60.6% | $3,587-77.8% | $2,203-63.8% |
| Participant deferral / active EE | $2,596 | $3,143-17.4% | $4,320-39.9% | $3,192-18.7% |
| Admin fee / account holder | $8,506 | $4,265+99.5% | $6,269+35.7% | $4,297+98.0% |