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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 | $61,582 | $75,832-18.8% | $147,618-58.3% | $59,633+3.3% |
| Participation rate | 80.3% | 71.6%+8.7pp | 84.6%-4.4pp | 68.7%+11.6pp |
| Annual return | 0.99% | 0.37%+0.6pp | 61.98%-61.0pp | 2041.40%-2040.4pp |
| Employer contribution / active EE | $3,217 | $3,485-7.7% | $5,565-42.2% | $2,203+46.0% |
| Participant deferral / active EE | $2,462 | $3,131-21.4% | $4,895-49.7% | $3,192-22.9% |
| Admin fee / account holder | $2,349 | $5,986-60.8% | $11,612-79.8% | $4,297-45.3% |