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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 | $70,671 | $75,832-6.8% | $147,617-52.1% | $59,633+18.5% |
| Participation rate | 85.4% | 71.6%+13.9pp | 84.6%+0.8pp | 68.7%+16.7pp |
| Annual return | 2.05% | 0.37%+1.7pp | 61.98%-59.9pp | 2041.45%-2039.4pp |
| Employer contribution / active EE | $678 | $3,485-80.5% | $5,564-87.8% | $2,203-69.2% |
| Participant deferral / active EE | $16,226 | $3,131+418.3% | $4,895+231.5% | $3,192+408.4% |
| Admin fee / account holder | $5,411 | $5,986-9.6% | $11,612-53.4% | $4,297+25.9% |