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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 | $68,164 | $72,177-5.6% | $115,038-40.7% | $59,633+14.3% |
| Participation rate | 88.3% | 72.6%+15.8pp | 81.4%+7.0pp | 68.7%+19.7pp |
| Annual return | -1.23% | 12.02%-13.3pp | 26.14%-27.4pp | 2041.45%-2042.7pp |
| Employer contribution / active EE | $1,142 | $2,841-59.8% | $4,608-75.2% | $2,203-48.2% |
| Participant deferral / active EE | $3,562 | $4,783-25.5% | $6,026-40.9% | $3,192+11.6% |
| Admin fee / account holder | $7,481 | $4,927+51.8% | $8,175-8.5% | $4,297+74.1% |