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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 | $77,165 | $54,380+41.9% | $68,509+12.6% | $59,633+29.4% |
| Participation rate | 76.7% | 70.2%+6.5pp | 74.7%+1.9pp | 68.7%+8.0pp |
| Annual return | -1.21% | 2.83%-4.0pp | 8.27%-9.5pp | 2041.45%-2042.7pp |
| Employer contribution / active EE | $1,662 | $1,539+8.0% | $2,278-27.0% | $2,203-24.6% |
| Participant deferral / active EE | $3,091 | $2,643+16.9% | $3,382-8.6% | $3,192-3.2% |
| Admin fee / account holder | $1,490 | $3,885-61.7% | $5,275-71.8% | $4,297-65.3% |