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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 | $68,614 | $72,177-4.9% | $115,038-40.4% | $59,633+15.1% |
| Participation rate | 90.9% | 72.6%+18.4pp | 81.4%+9.5pp | 68.7%+22.2pp |
| Annual return | -0.70% | 12.02%-12.7pp | 26.14%-26.8pp | 2041.45%-2042.2pp |
| Employer contribution / active EE | $1,478 | $2,841-48.0% | $4,608-67.9% | $2,203-32.9% |
| Participant deferral / active EE | $4,154 | $4,783-13.2% | $6,026-31.1% | $3,192+30.1% |
| Admin fee / account holder | $5,602 | $4,927+13.7% | $8,175-31.5% | $4,297+30.4% |