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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 | $54,172 | $52,678+2.8% | $75,784-28.5% | $59,633-9.2% |
| Participation rate | 89.5% | 67.2%+22.2pp | 75.8%+13.7pp | 68.7%+20.8pp |
| Annual return | 0.08% | 2.95%-2.9pp | 9.68%-9.6pp | 2041.40%-2041.3pp |
| Employer contribution / active EE | $6,486 | $2,193+195.7% | $3,323+95.2% | $2,203+194.5% |
| Participant deferral / active EE | $5,143 | $2,591+98.5% | $3,652+40.8% | $3,192+61.1% |
| Admin fee / account holder | $4,037 | $3,610+11.8% | $5,300-23.8% | $4,297-6.1% |