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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 | $75,561 | $64,307+17.5% | $57,349+31.8% | $125,388-39.7% |
| Participation rate | 84.6% | 78.6%+6.0pp | 75.1%+9.5pp | 83.2%+1.4pp |
| Annual return | -0.52% | 25.14%-25.7pp | 24.40%-24.9pp | 282.24%-282.8pp |
| Employer contribution / active EE | $487 | $3,193-84.8% | $2,689-81.9% | $4,866-90.0% |
| Participant deferral / active EE | $2,318 | $3,847-39.8% | $3,162-26.7% | $5,352-56.7% |
| Admin fee / account holder | $25,064 | $5,242+378.1% | $3,356+646.8% | $9,541+162.7% |