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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 | $71,914 | $72,177-0.4% | $115,038-37.5% | $59,633+20.6% |
| Participation rate | 72.2% | 72.6%-0.3pp | 81.4%-9.1pp | 68.7%+3.6pp |
| Annual return | 2.46% | 12.02%-9.6pp | 26.14%-23.7pp | 2041.45%-2039.0pp |
| Employer contribution / active EE | $3,483 | $2,841+22.6% | $4,608-24.4% | $2,203+58.1% |
| Participant deferral / active EE | $0 | $4,783-100.0% | $6,026-100.0% | $3,192-100.0% |
| Admin fee / account holder | $458 | $4,927-90.7% | $8,175-94.4% | $4,297-89.3% |