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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 | $73,212 | $72,177+1.4% | $115,038-36.4% | $59,633+22.8% |
| Participation rate | 92.6% | 72.6%+20.0pp | 81.4%+11.2pp | 68.7%+23.9pp |
| Annual return | -2.36% | 12.02%-14.4pp | 26.14%-28.5pp | 2041.45%-2043.8pp |
| Employer contribution / active EE | $1,160 | $2,841-59.2% | $4,608-74.8% | $2,203-47.3% |
| Participant deferral / active EE | $4,546 | $4,783-5.0% | $6,026-24.6% | $3,192+42.4% |
| Admin fee / account holder | $689 | $4,927-86.0% | $8,175-91.6% | $4,297-84.0% |