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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 | $68,445 | $65,704+4.2% | $94,229-27.4% | $59,633+14.8% |
| Participation rate | 90.5% | 72.1%+18.4pp | 78.8%+11.8pp | 68.7%+21.9pp |
| Annual return | 0.37% | 5.22%-4.8pp | 10.68%-10.3pp | 2041.45%-2041.1pp |
| Employer contribution / active EE | $504 | $2,021-75.1% | $3,587-86.0% | $2,203-77.1% |
| Participant deferral / active EE | $2,520 | $3,143-19.8% | $4,320-41.7% | $3,192-21.1% |
| Admin fee / account holder | $3,206 | $4,265-24.8% | $6,269-48.9% | $4,297-25.4% |