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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 | $68,468 | $52,678+30.0% | $75,784-9.7% | $59,633+14.8% |
| Participation rate | 96.0% | 67.2%+28.8pp | 75.8%+20.2pp | 68.7%+27.3pp |
| Annual return | -2.07% | 2.95%-5.0pp | 9.68%-11.7pp | 2041.45%-2043.5pp |
| Employer contribution / active EE | $0 | $2,193-100.0% | $3,323-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $2,996 | $2,591+15.6% | $3,652-18.0% | $3,192-6.1% |
| Admin fee / account holder | $1,685 | $3,610-53.3% | $5,300-68.2% | $4,297-60.8% |