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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 | $66,539 | $82,028-18.9% | $123,105-45.9% | $59,633+11.6% |
| Participation rate | 83.7% | 83.2%+0.5pp | 86.8%-3.1pp | 68.7%+15.0pp |
| Annual return | 0.30% | 5.12%-4.8pp | 13.22%-12.9pp | 2041.45%-2041.1pp |
| Employer contribution / active EE | $3,427 | $3,297+3.9% | $5,151-33.5% | $2,203+55.6% |
| Participant deferral / active EE | $3,862 | $4,667-17.2% | $6,229-38.0% | $3,192+21.0% |
| Admin fee / account holder | $3,313 | $5,879-43.6% | $9,014-63.2% | $4,297-22.9% |