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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 | $61,442 | $65,704-6.5% | $94,229-34.8% | $59,633+3.0% |
| Participation rate | 78.9% | 72.1%+6.8pp | 78.8%+0.2pp | 68.7%+10.3pp |
| Annual return | 0.35% | 5.22%-4.9pp | 10.68%-10.3pp | 2041.45%-2041.1pp |
| Employer contribution / active EE | $1,572 | $2,021-22.2% | $3,587-56.2% | $2,203-28.6% |
| Participant deferral / active EE | $2,972 | $3,143-5.4% | $4,320-31.2% | $3,192-6.9% |
| Admin fee / account holder | $42,874 | $4,265+905.3% | $6,269+583.9% | $4,297+897.8% |