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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 | $67,256 | $48,050+40.0% | $85,969-21.8% | $59,633+12.8% |
| Participation rate | 82.1% | 64.5%+17.6pp | 76.5%+5.5pp | 68.7%+13.4pp |
| Annual return | -0.28% | 0.29%-0.6pp | 9.32%-9.6pp | 2041.45%-2041.7pp |
| Employer contribution / active EE | $2,627 | $1,640+60.2% | $3,474-24.4% | $2,203+19.3% |
| Participant deferral / active EE | $5,103 | $2,249+126.9% | $3,829+33.3% | $3,192+59.9% |
| Admin fee / account holder | $2,285 | $3,206-28.7% | $6,053-62.3% | $4,297-46.8% |