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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 | $77,687 | $65,704+18.2% | $94,229-17.6% | $59,633+30.3% |
| Participation rate | 75.5% | 72.1%+3.4pp | 78.8%-3.2pp | 68.7%+6.9pp |
| Annual return | -0.06% | 5.22%-5.3pp | 10.68%-10.7pp | 2041.45%-2041.5pp |
| Employer contribution / active EE | $1,197 | $2,021-40.7% | $3,587-66.6% | $2,203-45.6% |
| Participant deferral / active EE | $2,340 | $3,143-25.6% | $4,320-45.8% | $3,192-26.7% |
| Admin fee / account holder | $983 | $4,265-76.9% | $6,269-84.3% | $4,297-77.1% |