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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 | $66,462 | $45,566+45.9% | $64,105+3.7% | $59,633+11.5% |
| Participation rate | 76.2% | 60.2%+16.0pp | 68.2%+8.0pp | 68.7%+7.5pp |
| Annual return | -1.09% | 4.95%-6.0pp | 791.24%-792.3pp | 2041.45%-2042.5pp |
| Employer contribution / active EE | $585 | $934-37.4% | $1,820-67.9% | $2,203-73.4% |
| Participant deferral / active EE | $2,394 | $2,057+16.4% | $2,822-15.1% | $3,192-25.0% |
| Admin fee / account holder | $6,577 | $3,268+101.3% | $4,499+46.2% | $4,297+53.1% |