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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 | $65,788 | $69,977-6.0% | $108,582-39.4% | $62,881+4.6% |
| Participation rate | 94.2% | 72.9%+21.3pp | 79.6%+14.6pp | 69.3%+24.9pp |
| Annual return | 5.90% | 10.73%-4.8pp | -51.70%+57.6pp | 20.14%-14.2pp |
| Employer contribution / active EE | $506 | $2,135-76.3% | $3,758-86.5% | $2,281-77.8% |
| Participant deferral / active EE | $2,529 | $3,165-20.1% | $4,311-41.3% | $3,203-21.1% |
| Admin fee / account holder | $970 | $5,076-80.9% | $7,645-87.3% | $4,296-77.4% |