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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 | $76,280 | $54,380+40.3% | $68,509+11.3% | $59,633+27.9% |
| Participation rate | 70.5% | 70.2%+0.3pp | 74.7%-4.3pp | 68.7%+1.8pp |
| Annual return | 0.26% | 2.83%-2.6pp | 8.27%-8.0pp | 2041.45%-2041.2pp |
| Employer contribution / active EE | $349 | $1,539-77.3% | $2,278-84.7% | $2,203-84.1% |
| Participant deferral / active EE | $3,497 | $2,643+32.3% | $3,382+3.4% | $3,192+9.6% |
| Admin fee / account holder | $7,281 | $3,885+87.4% | $5,275+38.0% | $4,297+69.4% |