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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 | $56,231 | $52,678+6.7% | $75,784-25.8% | $59,633-5.7% |
| Participation rate | 88.9% | 67.2%+21.7pp | 75.8%+13.1pp | 68.7%+20.2pp |
| Annual return | 0.56% | 2.95%-2.4pp | 9.68%-9.1pp | 2041.45%-2040.9pp |
| Employer contribution / active EE | $1,788 | $2,193-18.5% | $3,323-46.2% | $2,203-18.8% |
| Participant deferral / active EE | $4,159 | $2,591+60.5% | $3,652+13.9% | $3,192+30.3% |
| Admin fee / account holder | $57,645 | $3,610+1496.8% | $5,300+987.7% | $4,297+1241.5% |