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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 | $69,662 | $72,177-3.5% | $115,037-39.4% | $59,633+16.8% |
| Participation rate | 82.2% | 72.6%+9.7pp | 81.4%+0.9pp | 68.7%+13.6pp |
| Annual return | -2.15% | 12.02%-14.2pp | 26.14%-28.3pp | 2041.40%-2043.5pp |
| Employer contribution / active EE | $1,249 | $2,841-56.0% | $4,608-72.9% | $2,203-43.3% |
| Participant deferral / active EE | $3,030 | $4,783-36.7% | $6,026-49.7% | $3,192-5.1% |
| Admin fee / account holder | $2,607 | $4,927-47.1% | $8,175-68.1% | $4,297-39.3% |