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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 | $66,186 | $52,911+25.1% | $73,309-9.7% | $59,633+11.0% |
| Participation rate | 77.1% | 68.2%+8.9pp | 74.9%+2.2pp | 68.7%+8.4pp |
| Annual return | 0.00% | 12.20%-12.2pp | 5.67%-5.7pp | 2041.45%-2041.5pp |
| Employer contribution / active EE | $2,154 | $1,909+12.9% | $3,237-33.5% | $2,203-2.2% |
| Participant deferral / active EE | $4,044 | $4,069-0.6% | $4,991-19.0% | $3,192+26.7% |
| Admin fee / account holder | $469 | $3,835-87.8% | $5,635-91.7% | $4,297-89.1% |