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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 | $63,823 | $45,566+40.1% | $64,105-0.4% | $59,633+7.0% |
| Participation rate | 77.5% | 60.2%+17.3pp | 68.2%+9.3pp | 68.7%+8.8pp |
| Annual return | -0.61% | 4.95%-5.6pp | 791.24%-791.9pp | 2041.45%-2042.1pp |
| Employer contribution / active EE | $1,003 | $934+7.3% | $1,820-44.9% | $2,203-54.5% |
| Participant deferral / active EE | $2,276 | $2,057+10.7% | $2,822-19.3% | $3,192-28.7% |
| Admin fee / account holder | $2,693 | $3,268-17.6% | $4,499-40.1% | $4,297-37.3% |