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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 | $76,812 | $45,438+69.1% | $80,004-4.0% | $59,633+28.8% |
| Participation rate | 70.6% | 63.7%+6.9pp | 73.0%-2.4pp | 68.7%+1.9pp |
| Annual return | -1.72% | 5.10%-6.8pp | 7.63%-9.4pp | 2041.45%-2043.2pp |
| Employer contribution / active EE | $974 | $1,236-21.2% | $2,473-60.6% | $2,203-55.8% |
| Participant deferral / active EE | $3,800 | $2,231+70.3% | $3,204+18.6% | $3,192+19.1% |
| Admin fee / account holder | $33,922 | $3,464+879.2% | $5,033+573.9% | $4,297+689.4% |