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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 | $54,498 | $52,678+3.5% | $75,784-28.1% | $59,633-8.6% |
| Participation rate | 87.0% | 67.2%+19.7pp | 75.8%+11.1pp | 68.7%+18.3pp |
| Annual return | -2.01% | 2.95%-5.0pp | 9.68%-11.7pp | 2041.45%-2043.5pp |
| Employer contribution / active EE | $1,418 | $2,193-35.3% | $3,323-57.3% | $2,203-35.6% |
| Participant deferral / active EE | $2,813 | $2,591+8.6% | $3,652-23.0% | $3,192-11.9% |
| Admin fee / account holder | $1,334 | $3,610-63.0% | $5,300-74.8% | $4,297-69.0% |