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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 | $62,555 | $75,832-17.5% | $147,617-57.6% | $59,633+4.9% |
| Participation rate | 82.4% | 71.6%+10.8pp | 84.6%-2.3pp | 68.7%+13.7pp |
| Annual return | 2.12% | 0.37%+1.8pp | 61.98%-59.9pp | 2041.45%-2039.3pp |
| Employer contribution / active EE | $5,718 | $3,485+64.1% | $5,564+2.8% | $2,203+159.6% |
| Participant deferral / active EE | $3,175 | $3,131+1.4% | $4,895-35.1% | $3,192-0.5% |
| Admin fee / account holder | $1,318 | $5,986-78.0% | $11,612-88.7% | $4,297-69.3% |