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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 | $82,502 | $92,219-10.5% | $76,767+7.5% | $135,380-39.1% |
| Participation rate | 95.2% | 79.8%+15.5pp | 77.0%+18.3pp | 82.6%+12.6pp |
| Annual return | 0.50% | 5.46%-5.0pp | 2.43%-1.9pp | 519.81%-519.3pp |
| Employer contribution / active EE | $5,856 | $3,216+82.1% | $2,485+135.6% | $4,779+22.5% |
| Participant deferral / active EE | $4,415 | $4,508-2.1% | $3,852+14.6% | $5,609-21.3% |
| Admin fee / account holder | $5,546 | $10,749-48.4% | $6,675-16.9% | $10,828-48.8% |