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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 | $67,321 | $48,050+40.1% | $85,969-21.7% | $59,633+12.9% |
| Participation rate | 82.4% | 64.5%+17.9pp | 76.5%+5.8pp | 68.7%+13.7pp |
| Annual return | -1.46% | 0.29%-1.8pp | 9.32%-10.8pp | 2041.40%-2042.9pp |
| Employer contribution / active EE | $898 | $1,640-45.2% | $3,474-74.2% | $2,203-59.2% |
| Participant deferral / active EE | $2,357 | $2,249+4.8% | $3,829-38.5% | $3,192-26.2% |
| Admin fee / account holder | $5,668 | $3,206+76.8% | $6,053-6.4% | $4,297+31.9% |