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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 | $80,234 | $54,380+47.5% | $68,509+17.1% | $59,633+34.5% |
| Participation rate | 75.4% | 70.2%+5.2pp | 74.7%+0.7pp | 68.7%+6.7pp |
| Annual return | -0.79% | 2.83%-3.6pp | 8.27%-9.1pp | 2041.45%-2042.2pp |
| Employer contribution / active EE | $749 | $1,539-51.3% | $2,278-67.1% | $2,203-66.0% |
| Participant deferral / active EE | $3,403 | $2,643+28.7% | $3,382+0.6% | $3,192+6.6% |
| Admin fee / account holder | $6,972 | $3,885+79.4% | $5,275+32.2% | $4,297+62.3% |